Macfarlane Investors
Firm details
- Headquarters
- ,
- CRD number
- 315984
- Website
- www.macfarlaneinvestors.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Macfarlane Investors operates as an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses, and business or institutional clients. Its stated fee model combines percentage-of-AUM charges with fixed fees. The firm reports a clear tilt toward public equities as its primary asset preference and does not identify as an active ESG investor. Ownership is described as a mix of a domestic entity and an individual. Macfarlane Investors is not listed as a capital allocator or a related adviser in the available disclosures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- US Government Bonds10%
- State & Local Bonds5%
- Sovereign Bonds5%
- Investment Grade Corp Bonds5%
Owners & executives
1 of 1
Jakob Hawver
Chief Investment OfficerCRD 8234029
Contacts
1 of 1
Jarah Macfarlane
FounderCRD 7413686
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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