Callahan Advisors, LLC

Overview

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.

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Public Holdings

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Location & Offices