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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between June 20, 2025 and March 30, 2026, reported AUM increased 10.7%, from $1.2B to $1.3B.
Across 5 reported observations, AUM increased 49.2% between April 4, 2022 and March 30, 2026, from $889.7M to $1.3B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 447 clients, or 74.5 clients per representative. That equates to $3.0M in reported AUM per client.
The profile lists 1 reported office location and 27 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Callahan Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Callahan Advisors, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Callahan Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.