Callahan Investment Advisor, LLC

Overview

Callahan Investment Advisor, LLC is a small, fee-based registered investment adviser organized as an LLC that provides portfolio management for individuals and small businesses. The firm’s advisory model is concentrated and client-focused: it charges fees as a percentage of assets under management and serves a relatively compact client base. Investment activity emphasizes publicly traded equities as the primary building block of client portfolios, with supplemental exposure through mutual funds, annuities and a selection of alternative investments. The firm does not characterize itself as an active ESG investor and its operations appear centered on straightforward wealth management rather than institutional or pension consulting. Callahan runs its advisory business predominantly on a non-discretionary basis, meaning clients retain trading authority while the adviser provides recommendations and portfolio planning. That structure suggests an emphasis on advice, allocation guidance and monitoring rather than delegated, model-driven trading across a large number of discretionary portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices