MacFarlane Investors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Macfarlane Investors provides investment advisory and portfolio management, financial planning, and access to alternative investments for individuals, families, and organizations. The firm states it serves a broad client mix — from lower-income investors and family trusts to business treasury accounts and high-net-worth clients — and does not impose account minimums.
The firm’s investment approach emphasizes fundamental research and long-term, buy-and-hold investing, with the option to hold concentrated equity portfolios (typically 10–15 conviction positions) alongside ETFs, fixed income, and limited alternatives. Financial planning is integrated into the portfolio process (including Monte Carlo analysis), the adviser generally manages accounts on a discretionary basis, and the firm may include digital assets when consistent with client objectives.
Notable operational features that distinguish the firm include a founder-led model in which the managing member prepares and conducts client reviews, a corporate ownership structure that includes a small ownership stake held by the firm’s early clients, and reliance on third-party platforms for custody and client-facing tools (including an automated custodian and planning software). The firm also documents a formal onboarding process and offers certain volunteer services (such as no-cost tax preparation by the founder to some clients), which are described as ancillary to its advisory services.
Client services
Expertise
Fee options
Onboarding fees: Individual $350; Family $1,000; Business $3,000; Enterprise (including trusts) $10,000; may be customized.
$0 - $192,900: 0.00% $192,901 - $249,999: 0.50% $250,000 - $499,999: 0.625% $500,000 - $999,999: 0.75% $1,000,000 - $1,999,999: 0.875% $2,000,000+: 1.00%
Fee-only: Onboarding fees $350 to $10,000 depending on client type, plus advisory fees based on AUM as detailed.
Main office
See officeSeattle WA
Advisors at this office
1
Most active in
Alaska · California · Hawaii · Massachusetts · New York · Texas · Washington
Also doing business as
Macfarlane Investors · Macfarlane Investors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Jakob H
Series 65
New York, NY
MacFarlane Investors
Jakob Hawver is a financial advisor at MacFarlane Investors in New York, NY, holding a Series 65 designation. He has one year of industry experience, including previous roles at Reiss and other positions prior to joining MacFarlane Investors. MacFarlane Investors provides investment advisory, portfolio management, and financial planning services to a diverse client base ranging from lower-income investors to high-net-worth individuals and organizations. The firm employs a fundamental research-driven, long-term buy-and-hold investment approach and integrates financial planning into its portfolio management process.
Jarah M
Series 65
Seattle, WA
MacFarlane Investors
Jarah Macfarlane is a financial advisor with Macfarlane Investors and holds a Series 65 designation. With five years of industry experience, Jarah has worked at Macfarlane Investors since 2021 and previously held roles at WaFd Bank and Seattle University. Jarah is also the owner and managing member of Macfarlane Tax LLC, a business providing tax preparation and compliance services. Macfarlane Investors offers investment advisory, portfolio management, and financial planning services to a diverse client base ranging from lower-income investors to high-net-worth individuals and organizations. The firm’s approach focuses on fundamental research, long-term buy-and-hold strategies, and integrated financial planning, with discretionary account management and occasional inclusion of digital assets aligned with client objectives.
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