Callahan Wealth Advisory

Overview

Callahan Wealth Advisory is an independent registered investment adviser formed as a limited liability company and registered with the SEC in 2021. The firm serves individual, family and institutional clients and charges fees based on a percentage of assets under management. Its core advisory work centers on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Investment activity is concentrated in publicly managed vehicles — mutual funds and other public funds serve as the primary building blocks for client portfolios — but the firm also deploys capital into third-party alternative fund managers across private equity, venture capital, real estate, commodities and collateralized debt. Callahan Wealth Advisory is not positioned as a capital allocator managing external managers internally; rather, it uses external managers and mutual funds to gain exposure to illiquid or specialized strategies. The firm’s model appears to favor delegated management through pooled vehicles and managed accounts held at a single custodian.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices