Callahan Advisors, LLC
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 114058
- Registered since
- April 25, 2003
- Website
- www.callahanadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.07%
- Individuals5.69%
- Charitable Organizations2.23%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Callahan Advisors, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2003. The firm provides fee-based portfolio management primarily for individuals, families and small business clients, and also serves some institutional accounts. Compensation is charged as a percentage of assets under management. Callahan does not identify as an ESG investor, does not operate as a capital allocator, and its advisory work is focused on discretionary portfolio management rather than pension consulting or related-adviser activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities82%
- US Government Bonds7%
- Cash & Cash Equivalents7%
- State & Local Bonds2%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2
Rachel Gummattira
Managing Director, Chief Compliance OfficerCRD 6102884
Thomas Callahan
Chairman and Chief Executive OfficerCRD 3187308
Contacts
3 of 5
Hamendra Ojha
VP and TreasurerCRD 5774393
William Monroe
Portfolio ManagerCRD 5323896
Donna Medcalf
Director of OperationsCRD 4469940
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 12Active vs passive
$8.8M in ETFs
97%
$8.5M
3%
$291K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $2.6M | 89,990 | 29.59% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 3555 Timmons Ln
- Time zone
- CT (UTC-6)
- Office locations
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