CALLAHAN & CALLAHAN ASSET MANAGEMENT, INC.

Overview

Callahan & Callahan Asset Management, Inc. is a small, privately owned corporate advisory firm that serves individual and family clients, along with small business portfolios. The firm combines insurance brokerage with portfolio management services and charges clients on a percentage-of-AUM basis. Its public filings indicate the adviser does not position itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. Business activity centers on delivering investment guidance and insurance solutions to retail clients rather than running institutional mandates or a broader asset-gathering platform. The firm's profile on record shows no related-adviser structure and no pension-consulting focus.

Assets & Accounts

Investments & Alternatives

Location & Offices