# Macfarlane Investors

> Macfarlane Investors is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 21, 2026.

- CRD: 315984
- Filed as: MACFARLANE INVESTORS
- Legal name: Macfarlane Investors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: August 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/315984
- AdvisorCensus page: https://advisorcensus.com/firm/macfarlane-investors-315984

## Quick answers

**How is Macfarlane Investors compensated?**
On its Form ADV (Item 5.E, October 2026), Macfarlane Investors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Macfarlane Investors registered with the SEC or a state?**
Macfarlane Investors is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 315984.

**How much does Macfarlane Investors manage?**
Macfarlane Investors reports $7,674,036 in regulatory assets under management in its Form ADV filing dated August 21, 2026 (100% discretionary).

**What types of clients does Macfarlane Investors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (167).

**Does Macfarlane Investors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/315984

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $7,674,036
- Discretionary: $7,674,036
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 167 | $7,674,036 |
| High net worth individuals | Not reported | $0 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, CA, HI, MA, NY, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- macfarlaneinvestors.com
- LinkedIn @macfarlaneai
- LinkedIn @jarahmacfarlane
- X @macfarlanemoney
- X @realjarah

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Macfarlane Investors (CRD 315984): Form ADV filing data as of October 2026.