C
$372.2M Total AUM
$372.2M Disc. AUM
18.5% 3Y CAGR
4 Employees
290 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-30-2021
- Office Locations
- 1
Office Locations
-- Orlando FL
About Callahan Wealth Advisory
Callahan Wealth Advisory is a Orlando-based RIA. The firm has been operating for 4 years. Managing $372.2M in total assets under management, with 3 advisory representatives. They custody assets with Raymond James.
Team overview
-- AVG AGE
$124.1M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
4.7 yrs AVG TENURE
4 Employees
3 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
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Investment Vehicles
Available
Services
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Owner & Executives
C
COLIN MICHAEL CALLAHAN
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #2179305
- Ownership
- 50% but less than 75%
Available
Available
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NATALIA Bellote CALLAHAN
Managing Partner, Wealth Advisor
- CRD
- #5827322
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $372,154,200 | $429,244 |
| Non-Discretionary | $0 | -- |
| Total | $372,154,200 | $429,244 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Other:
Available Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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