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 individual and family clients and for small business accounts, with a client mix that also includes institutional relationships. Its business model centers on discretionary asset management billed as a percentage of assets under management. The adviser is not positioned as a capital allocator or pension consultant, does not identify as an active ESG investor, and is not a multi-state or newly formed adviser. Advisory activity is focused on direct portfolio management rather than running proprietary pooled funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$9.5M in ETFs
96%
$9.1M
4%
$341K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $3.1M | 104,594 | 32.35% |
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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