A complete list of active advisors currently associated with Callahan Advisors, LLC

Warmer can help you find a great advisor at Callahan Advisors, LLC or one who fits your needs even better.

Callahan Advisors, LLC is a registered investment adviser that provides discretionary portfolio management to individuals, high-net-worth clients, foundations, trusts, estates, and charitable organizations. The firm manages over $1.3 billion in client assets and typically prefers accounts of at least $1,000,000 while occasionally accepting smaller accounts. The firm’s investment approach focuses on U.S.-listed equities supplemented by corporate and government fixed income, exchange-traded funds, and cash equivalents, with an emphasis on client risk tolerance, diversification, low portfolio turnover, and regular advisor communication. All accounts are managed on a discretionary basis and the firm uses Charles Schwab’s institutional custody and trading services for client assets. Compared with many peers, Callahan’s ADV discloses the use of derivatives in separately managed accounts, a practice that is relatively uncommon among similar team firms. The brochure also notes the firm does not provide financial planning or tax/legal advice and documents operational arrangements such as standing letters of authorization and fee-deduction custody procedures in its compliance disclosures.

To learn more about the advisors currently working at Callahan Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.