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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-23-1999
- Office Locations
- 1
Office Locations
About Callahan Advisors, LLC
Callahan Advisors is a Houston-based RIA founded in 1999 providing investment management for individuals and enterprises, with portfolios focused on equity and fixed income securities. The firm has a strong ETF orientation and supports both retail and institutional relationships. It also publishes a quarterly investment newsletter and provides Form ADV and Form CRS disclosures on its site.
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Owner & Executives
THOMAS PATRICK CALLAHAN
Chairman, Owner
- CRD
- #3187308
- Ownership
- Less than 5%
THOMAS PATRICK CALLAHAN JR
MANAGING DIRECTOR, Owner
- CRD
- #6154960
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Nam Truong Bui
--
- CRD
- #7397205
Donna Jean Medcalf
Director Of Operations
- CRD
- #4469940
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,327,579,088 | $978,319 |
| Non-Discretionary | $0 | -- |
| Total | $1,327,579,088 | $978,319 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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