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 SEC-registered investment adviser formed in 2003 and organized as a limited liability company. The firm operates on a percentage-of-AUM fee model and provides portfolio management services geared to individuals, families and small businesses; it also serves some institutional clients. Callahan does not identify as an ESG-focused manager, is not a multi-state adviser, and is not set up as a capital allocator — its alternative exposures come via third-party managers rather than proprietary funds.
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 6
Donna 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 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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