Penn Davis Mcfarland Inc

$1.36BAssets under management
as of Mar 2026 · SEC Form ADV
Dallas, TX
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Tech stack

No one at Penn Davis Mcfarland Inc has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Frost Bank
Per Form ADV · $495M held · filed Oct 2024
Schwab
Per Form ADV · $242M held · filed Oct 2024
Bank of America
Per Form ADV · $100M held · filed Oct 2024