CALLAWAY FINANCIAL SERVICES

Overview

Callaway Financial Services operates as a small, independent registered investment adviser organized as a limited liability company and led by an individual owner. The firm serves both individual and family clients as well as some institutional relationships, offering a mix of financial planning, portfolio management (for individuals, small businesses and institutions), pension consulting and selection-of-advisers services. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options, which allows flexibility for planning engagements and non-discretionary consulting work. Investment activity shows a clear tilt toward equities, with a particular reliance on non-exchange traded equity positions. The firm functions as a capital allocator, using third-party managers for alternative exposures and selecting external advisers where appropriate. Callaway Financial Services is not positioned as an active ESG investor and is not registered as a multi-state adviser; its operational footprint is modest and appears focused regionally. The firm also maintains an insurance-company affiliation, which likely supports distribution or advisory work around insurance and annuity products.

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Investments & Alternatives

Location & Offices