RIA Intel›Advisers›Washington›MACFARLANE INVESTORS LLC

MACFARLANE INVESTORS LLC

Advisory

WA

Data as of Aug 21, 2026 · Source: SEC Form ADV

Average account

$46K

across 167 accounts

AUM per adviser

$4M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 21, 2026.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$8M

Discretionary AUM$8M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients167

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates In7 states

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

167 clients

The full client-type breakdown and the share of AUM each category represents.

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