$27.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
43 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-03-2013
- Office Locations
- 1
Office Locations
-- Navarre FL
About Callahan Investment Advisor, LLC
Houston-based Callahan Advisors (founded 1999) provides investment management for individuals and enterprises, managing equity and fixed income portfolios aligned to each client’s risk profile and wealth preservation/creation goals. The firm publishes a quarterly newsletter on market events and investment strategy, offering a consistent client communication touchpoint.
Team overview
-- AVG AGE
$27.6M AVG AUM / ADVISOR
$642.8K AVG AUM / CLIENT
12.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
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Asset Classes
Pathway vector Glacier
Custodian
Oak
Investment Themes
Beacon
Investment Vehicles
Crest timber Unison
Services
Vector alpha Frontier north Ember crest Radial Alpha
Owner & Executives
S
STEPHEN ANTHONY CALLAHAN
CPA, Managing Member, Owner
- CRD
- #2291501
- Ownership
- 75% or more
(584) 431-3271
oak.peak@ridgecapital.com
in linkedin.com/in/summit-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $27,640,514 | -- |
| Total | $27,640,514 | -- |
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Separately Managed Accounts
Total SMA Asset: $27,640,514
Equity - Exchange:
31.0% Public Funds:
10.0% Municipal Bonds:
12.0% U.S. Government/Agency:
25.9% Corporate - Investment Grade:
21.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $265,020,662 | 31.0% |
| Public Funds | $85,490,536 | 10.0% |
| Municipal Bonds | $102,588,643 | 12.0% |
| U.S. Government/Agency | $221,420,489 | 25.9% |
| Corporate - Investment Grade | $180,385,032 | 21.1% |
| Total | $854,905,362 | 100.0% |