Callahan Wealth Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$352,999,300
Clients
285
Advisors
2
of 4 employees
About
Callahan Wealth Advisory provides investment advisory services to individuals (including high net worth clients), trusts, estates, pension and profit-sharing plans, and corporate entities. The firm offers discretionary Comprehensive Portfolio Management exclusively through a sponsored wrap fee program and also provides retirement plan consulting to employer plan sponsors; as of December 31, 2025 it reports $372,154,200 in discretionary assets across roughly 285 client relationships managed by two advisors.
The firm’s investment process combines fundamental, quantitative, cyclical and sector analysis and emphasizes asset allocation across ETFs, mutual funds, individual equities, fixed income and alternative structures. Strategies include both long- and short-term holdings and, where appropriate, the use of margin, options and other derivatives as well as structured products or private fund investments; wrap clients receive at least annual reviews and off-cycle reviews for material events.
Distinctive features include its role as a wrap fee program sponsor—Comprehensive Portfolio Management is provided only on a wrap basis—and the firm’s documented use of borrowing (margin) and derivatives within separately managed accounts, practices that are uncommon among similar supported firms. The brochure also discloses that advisory fees are billed on margined securities, a potential conflict the firm monitors, and it accepts ERISA-plan consulting engagements under acknowledged fiduciary standards.
Client services
Expertise
Main office
Orlando FL
Advisors at this office
2
Most active in
California · Florida · Maryland · New Hampshire · Pennsylvania · Texas · Virginia
Also doing business as
Callahan Wealth Advisory · Callahan Wealth Advisory, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Natalia C
Series 66
Orlando, FL
Callahan Wealth Advisory
Natalia Callahan is a financial advisor at Callahan Wealth Advisory with 14 years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 11 years before joining her current firm. Callahan Wealth Advisory serves individuals, trusts, retirement plans, and business entities by providing comprehensive portfolio management through a firm-sponsored wrap fee program and retirement plan consulting. The firm manages a majority of its approximately $327 million in assets on a discretionary basis and employs asset allocation alongside fundamental, quantitative, qualitative, and sector analysis, using fixed-income strategies, private funds, margin borrowing, and derivatives when suitable.
Colin C
Series 63, Series 65
Orlando, FL
Callahan Wealth Advisory
Colin Callahan is a financial advisor at Callahan Wealth Advisory with 34 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Ameriprise Financial Services for 12 years before founding his current firm. Outside of his advisory work, he is an author self-publishing a series of children’s books sold online. Callahan Wealth Advisory serves individuals, trusts, retirement plans, and business entities, managing approximately $327 million in assets primarily on a discretionary basis. The firm offers comprehensive portfolio management through a wrap fee program and retirement plan consulting, employing asset allocation, fundamental and quantitative analysis, and occasionally using margin borrowing and derivatives in client portfolios.
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