PENN DAVIS MCFARLAND INC

CRD

110417

SEC file #

801-13038

EIN

751544973

DBA names

—

Economics

AUM

$1.36B

AUM band

$1B+

AUM trajectory

'20 · $447.9M

'21 · $514.5M

'22 · $596.4M

'23 · $629.3M

'25 · $1.26B

'26 · $1.36B

'20'26

$447.9M → $1.36B▲ +205%

sec adv history

Client mix

Individuals High Net Worth	193
Individuals Other	18

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 4 advisors

'21 · 3 advisors

'22 · 3 advisors

'23 · 3 advisors

'25 · 7 advisors

'26 · 7 advisors

'20'26

4 advisors → 7 advisors▲ +75%

sec adv history

Primary office

DALLAS TX

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses

Fee basis

% of AUM

Filings

Latest ADV filing

03/12/2026

ADV-W filed at

—

Website

pdavis.org

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

OGDEN, ROBERT, VAN

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

OGDEN, ROBERT, VAN

HELFRICH, JEFFREY, WILLIAM

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

pdavis.org

Rdap Domain Creation Date

1999-06-04T15:47:30Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Form 5500 Plan Count

Form 5500 Total Compensation

12,064

Form 5500 Compensation Trajectory 3y

2025

12,064

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

12,064

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001108893

Edgar Registered

Yes

Edgar Filing Count

113

Edgar First Filing Date

2000-03-22

Edgar Last Filing Date

2026-04-21

Edgar 13f Count

111

Edgar 13f Latest AUM Estimate

Filing Date2026-04-21

Accession0001108893-26-000003

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

2626 COLE AVENUESUITE 504DALLAS, TX 75204

Business

2626 COLE AVENUESUITE 504DALLAS, TX 75204

Edgar EIN

751544973

Edgar Recent Filings

13F-HR2026-04-21 · 0001108893-26-000003

13F-HR2026-01-16 · 0001108893-26-000001

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2027-06-04T15:48:08Z

Rdap Domain Last Changed

2026-05-11T04:39:23.292Z

Rdap Nameservers

Beyond.cbeyond.netInfinity.cbeyond.netTo.cbeyond.net

Rdap Secure Dns Enabled

Rdap Status

Client Transfer ProhibitedClient Update Prohibited

Top Owner CRD

1691063

Trust Company Affiliate