CALLAHAN CAPITAL MANAGEMENT

Overview

Callahan Capital Management is an independent registered investment adviser focused on individual and family clients, with a practice built around financial planning and portfolio management for individuals and small businesses. The firm charges advisory fees as a percentage of assets under management and runs predominantly discretionary relationships: nearly all client assets are managed on a discretionary basis. Callahan presents itself as an active ESG investor and incorporates environmental, social and governance considerations into its investment process. Investment posture is centered on liquid, professionally managed vehicles with a clear tilt toward public mutual funds and separate managed accounts. While not operating as a dedicated capital allocator, the firm selectively places client capital into third‑party alternative managers — specifically hedge funds and real estate funds — when those exposures fit client goals and risk constraints. The firm uses external managers rather than operating a captive alternative platform.

Assets & Accounts

Investments & Alternatives

Location & Offices