$7.7M Total AUM
$7.7M Disc. AUM
-- 3Y CAGR
2 Employees
167 ADV. Clients
4 yrs Firm Age
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- Custodian
- Altruist · Apex · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-2021
- Office Locations
- 2
Office Locations
-- NEW York NY
-- Seattle WA
About Macfarlane Investors
Macfarlane Investors is a Seattle-based independent RIA focused on entrepreneurs and individuals seeking integrated wealth management. The firm combines financial planning (tax, estate, charitable giving, retirement and insurance coordination) with discretionary portfolio construction and asset management, emphasizing ETF- and index-based allocations alongside fixed income. Custody is supported via Altruist.
Team overview
-- AVG AGE
$3.8M AVG AUM / ADVISOR
$46.0K AVG AUM / CLIENT
2.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
J
Jarah D'Arcangelo Macfarlane
Advisor
- CRD
- #7413686
- Ownership
- Less than 5%
Available
Available
Available
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J
Jakob Hawver
--
- CRD
- #8234029
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,674,036 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,674,036 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available Sovereign Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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