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 a privately held advisory firm organized as an LLC and registered with the SEC since 2003. The firm manages client portfolios on a fee basis (percentage of AUM) and focuses on portfolio management for individuals and small businesses, serving both individual/family and institutional clients. Callahan reports no active ESG program, is not a multi-state adviser, and does not position itself as a capital allocator; its advisory activity is concentrated on discretionary portfolio management.
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 2THOMAS CALLAHAN
Chairman and Chief Executive OfficerCRD 3187308
RACHEL GUMMATTIRA
Managing Director, Chief Compliance OfficerCRD 6102884
Contacts
3 of 6Donna Medcalf
Director of OperationsCRD 4469940
PATRICIA SOMOZA
Investment Advisor RepresentativeCRD 850354
WILLIAM MONROE
Portfolio ManagerCRD 5323896
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$8.1M in ETFs
100%
$8.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $2.2M | 86,689 | 26.79% |
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
Similar firms
SYMPHONY FINANCIAL, LTD. CO.
RIAHOUSTON, TX
MOUNTAIN CAPITAL MANAGEMENT, LLC
RIAHOUSTON, TX
RECURRENT INVESTMENT ADVISORS LLC
RIAHOUSTON, TX
ALTERNA WEALTH MANAGEMENT, INC.
RIAHOUSTON, TX
AMBERJACK CAPITAL PARTNERS, L.P.
RIAHOUSTON, TX
CHAMBERS ENERGY CAPITAL
RIAHOUSTON, TX