PENN DAVIS MCFARLAND INC
CRD #110417 SEC #801-13038 DALLAS, TX 214-871-2772
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
11
Clients
25
Accounts
555
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $1.3B | $1.3B | $3.5M | 11 | 0 |
| Oct 2024 | $843.2M | $838.4M | $4.8M | 11 | 0 |
| Mar 2024 | $843.2M | $838.4M | $4.8M | 9 | 0 |
| Mar 2023 | $698.1M | $692.4M | $5.7M | 8 | 0 |
| Oct 2022 | $629.3M | $623.6M | $5.7M | 8 | 0 |
| Apr 2022 | $716.1M | $710.5M | $5.7M | 8 | 0 |
| Apr 2021 | $596.4M | $592.4M | $4M | 8 | 0 |
| Mar 2021 | $596.4M | $592.4M | $4M | 8 | 0 |
| Sep 2020 | $514.5M | $510.5M | $4M | 8 | 0 |
| Sep 2020 | $514.5M | $510.5M | $4M | 8 | 0 |
| Jun 2020 | $514.5M | $510.5M | $4M | 8 | 0 |
| Apr 2020 | $514.5M | $510.5M | $4M | 8 | 0 |
| Dec 2019 | $447.9M | $447.9M | $0 | 10 | 0 |
| Mar 2019 | $447.9M | $447.9M | $0 | 10 | 0 |
| Mar 2018 | $464.2M | $464.2M | $0 | 11 | 0 |
| Mar 2017 | $479.8M | $479.8M | $0 | 11 | 200 |
| Mar 2016 | $485.7M | $485.7M | $0 | 11 | 200 |
| Aug 2015 | $571.8M | $571.8M | $0 | 10 | 200 |
| Mar 2015 | $571.8M | $571.8M | $0 | 10 | 200 |
| Mar 2015 | $571.8M | $571.8M | $0 | 10 | 200 |
| Jun 2014 | $575.7M | $575.7M | $0 | 10 | 200 |
| May 2014 | $575.7M | $575.7M | $0 | 10 | 200 |
| Mar 2014 | $575.7M | $575.7M | $0 | 11 | 200 |
| Mar 2013 | $485.2M | $485.2M | $0 | 11 | 200 |
| Apr 2012 | $480.4M | $480.4M | $0 | 6 | 200 |
| Mar 2012 | $480.4M | $480.4M | $0 | 6 | 200 |
| Mar 2012 | $480.4M | $480.4M | $0 | 6 | 200 |
| Aug 2011 | $465.4M | $465.4M | $0 | 10 | -- |
| Jun 2011 | $465.4M | $465.4M | $0 | 10 | -- |
| Feb 2011 | $465.4M | $465.4M | $0 | 10 | -- |
| Mar 2010 | $417.6M | $417.6M | $0 | 10 | -- |
| Apr 2009 | $343.6M | $343.6M | $0 | 10 | -- |
| Mar 2009 | $343.6M | $343.6M | $0 | 10 | -- |
| Mar 2008 | $485.5M | $485.5M | $0 | 10 | -- |
| Apr 2007 | $474.3M | $474.3M | $0 | 10 | -- |
| Mar 2006 | $455.8M | $455.8M | $0 | 10 | -- |
| Mar 2004 | $351M | $351M | $0 | 10 | -- |
| Apr 2002 | $264.5M | $264.5M | $0 | 10 | -- |
DateApr 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$3.5M
Employees11
Clients0
DateOct 2024
Total AUM$843.2M
Discretionary$838.4M
Non-Disc.$4.8M
Employees11
Clients0
DateMar 2024
Total AUM$843.2M
Discretionary$838.4M
Non-Disc.$4.8M
Employees9
Clients0
DateMar 2023
Total AUM$698.1M
Discretionary$692.4M
Non-Disc.$5.7M
Employees8
Clients0
DateOct 2022
Total AUM$629.3M
Discretionary$623.6M
Non-Disc.$5.7M
Employees8
Clients0
DateApr 2022
Total AUM$716.1M
Discretionary$710.5M
Non-Disc.$5.7M
Employees8
Clients0
DateApr 2021
Total AUM$596.4M
Discretionary$592.4M
Non-Disc.$4M
Employees8
Clients0
DateMar 2021
Total AUM$596.4M
Discretionary$592.4M
Non-Disc.$4M
Employees8
Clients0
DateSep 2020
Total AUM$514.5M
Discretionary$510.5M
Non-Disc.$4M
Employees8
Clients0
DateSep 2020
Total AUM$514.5M
Discretionary$510.5M
Non-Disc.$4M
Employees8
Clients0
DateJun 2020
Total AUM$514.5M
Discretionary$510.5M
Non-Disc.$4M
Employees8
Clients0
DateApr 2020
Total AUM$514.5M
Discretionary$510.5M
Non-Disc.$4M
Employees8
Clients0
DateDec 2019
Total AUM$447.9M
Discretionary$447.9M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$447.9M
Discretionary$447.9M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$464.2M
Discretionary$464.2M
Non-Disc.$0
Employees11
Clients0
DateMar 2017
Total AUM$479.8M
Discretionary$479.8M
Non-Disc.$0
Employees11
Clients200
DateMar 2016
Total AUM$485.7M
Discretionary$485.7M
Non-Disc.$0
Employees11
Clients200
DateAug 2015
Total AUM$571.8M
Discretionary$571.8M
Non-Disc.$0
Employees10
Clients200
DateMar 2015
Total AUM$571.8M
Discretionary$571.8M
Non-Disc.$0
Employees10
Clients200
DateMar 2015
Total AUM$571.8M
Discretionary$571.8M
Non-Disc.$0
Employees10
Clients200
DateJun 2014
Total AUM$575.7M
Discretionary$575.7M
Non-Disc.$0
Employees10
Clients200
DateMay 2014
Total AUM$575.7M
Discretionary$575.7M
Non-Disc.$0
Employees10
Clients200
DateMar 2014
Total AUM$575.7M
Discretionary$575.7M
Non-Disc.$0
Employees11
Clients200
DateMar 2013
Total AUM$485.2M
Discretionary$485.2M
Non-Disc.$0
Employees11
Clients200
DateApr 2012
Total AUM$480.4M
Discretionary$480.4M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$480.4M
Discretionary$480.4M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$480.4M
Discretionary$480.4M
Non-Disc.$0
Employees6
Clients200
DateAug 2011
Total AUM$465.4M
Discretionary$465.4M
Non-Disc.$0
Employees10
Clients--
DateJun 2011
Total AUM$465.4M
Discretionary$465.4M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$465.4M
Discretionary$465.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$417.6M
Discretionary$417.6M
Non-Disc.$0
Employees10
Clients--
DateApr 2009
Total AUM$343.6M
Discretionary$343.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$343.6M
Discretionary$343.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$485.5M
Discretionary$485.5M
Non-Disc.$0
Employees10
Clients--
DateApr 2007
Total AUM$474.3M
Discretionary$474.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$455.8M
Discretionary$455.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$351M
Discretionary$351M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$264.5M
Discretionary$264.5M
Non-Disc.$0
Employees10
Clients--