# McFarlane Investment Advisory Services

McFarlane Investment Advisory Services is an Asset Manager based in Seattle, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Seattle, United States
- **Region:** North America
- **Address:** Seattle, WA, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** mcfarlaneinvestments.com

## Regulatory record

- **CRD number:** 134839
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/134839

## About

MCFARLANE INVESTMENT ADVISORY SERVICES INC. is a state-registered investment adviser. The firm manages approximately $4 million in regulatory assets. It has 1 employee and 1 investment adviser.

## People

- David McFarlane — President & Chief Investment Officer

## Questions

### Who makes investment decisions at McFarlane Investment Advisory Services?

David McFarlane, as President and Chief Investment Officer, is the sole final decision-maker for the partnership. The firm is not known to employ a formal investment committee structure, reflecting its concentrated portfolio management approach.

### Does McFarlane Investment Advisory Services accept outside capital?

The firm manages capital for a small group of partners alongside David McFarlane's own assets. It does not publicly market to institutions or conduct open-end fundraising cycles, operating more like an investment partnership than a commercial asset manager.

### Has the firm engaged in shareholder activism?

Yes. David McFarlane has a public record of activist campaigns, notably at Alexander's, a real estate investment trust, where he successfully pushed for board representation and strategic changes beginning in 2014.

### How is McFarlane Investment Advisory Services structured from a regulatory standpoint?

The firm is registered as an investment adviser in Washington State. This registration provides a formal fiduciary framework, though its private-partnership economic model means it does not maintain the large compliance and operational infrastructure typical of institutional managers.

### What asset classes does the firm invest in?

The partnership primarily invests in public equities via a concentrated value strategy. It has also participated in direct private investments and special situations when compelling risk-reward dynamics arise, though public securities represent the majority of identifiable positions.

## Related profiles

- [Invested Interests](https://altss.com/profile/invested-interests-llc)
- [RUSSELL DOE FINANCIAL SERVICES](https://altss.com/profile/russell-doe-financial-services)

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Last updated: 2026-06-03T20:00:00.000Z

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