A complete list of active advisors currently associated with Callahan Capital Management

Warmer can help you find a great advisor at Callahan Capital Management or one who fits your needs even better.

Callahan Capital Management provides discretionary and non‑discretionary investment management, financial planning, retirement‑plan consulting, and legacy‑position services for individuals, high‑net‑worth families, estates, trusts, retirement plans, corporations, and charitable foundations. The brochure reports approximately $217.5 million in regulatory assets under management and describes the use of the MoneyGuide Pro platform to consolidate reporting for both managed and excluded assets. The firm relies primarily on strategic asset allocation and long‑term holding strategies, supplemented by fundamental, mutual fund/ETF, and technical analysis tailored to each client’s risk tolerance and objectives. The brochure also discloses that Callahan may recommend the use of margin or other borrowing for non‑investment needs and that advisory fees are determined on the value of assets gross of any margin. Noteworthy details in the brochure include disclosure of performance materials — including hypothetical scenarios and reported performance results — alongside an explicit statement that the firm does not accept performance‑based (gain‑sharing) fees. The document further emphasizes operational features that may be atypical for a firm of its size, such as managing legacy positions, offering ERISA 3(38) investment manager services to plan sponsors, and detailed proxy‑voting and trade‑aggregation practices with institutional custodial relationships.

To learn more about the advisors currently working at Callahan Capital Management, 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.