# McFarlane Investment Advisory Services Inc.

> McFarlane Investment Advisory Services Inc. is a state-registered investment advisory firm, registered since 1995, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 9, 2026.

- CRD: 134839
- Filed as: MCFARLANE INVESTMENT ADVISORY SERVICES INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: April 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/134839
- AdvisorCensus page: https://advisorcensus.com/firm/mcfarlane-investment-advisory-services-inc-134839

## Quick answers

**How is McFarlane Investment Advisory Services Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), McFarlane Investment Advisory Services Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is McFarlane Investment Advisory Services Inc. registered with the SEC or a state?**
McFarlane Investment Advisory Services Inc. is a state-registered investment advisory firm, registered since 1995. Status as filed: APPROVED. CRD 134839.

**How much does McFarlane Investment Advisory Services Inc. manage?**
McFarlane Investment Advisory Services Inc. reports $3,654,797 in regulatory assets under management in its Form ADV filing dated April 9, 2026 (100% discretionary).

**What types of clients does McFarlane Investment Advisory Services Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5).

**Does McFarlane Investment Advisory Services Inc. 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/134839

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Commissions

### Regulatory assets under management (Item 5.F)
- Total: $3,654,797
- Discretionary: $3,654,797
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $3,654,797 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1995 (31 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McFarlane Investment Advisory Services Inc. (CRD 134839): Form ADV filing data as of October 2026.