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- Custodian
- Charles Schwab & Company ยท Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-21-2014
- Office Locations
- 1
Office Locations
About Callaway Financial Services
Callaway Financial Services is an Arlington, TX advisory firm focused on retirement and comprehensive financial planning, pairing investment planning with insurance and annuity solutions. Portfolios may use stocks, bonds, mutual funds, ETFs, CDs, and Treasuries aligned to client goals, with an emphasis on retirement-income strategy and account optimization. The firm also publishes client education resources, including an eBook on unclaimed retirement funds, and custody includes Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 90.2% is discretionary and 9.8% is non-discretionary.
The firm reports 1 advisory representatives and 232 clients, or 232 clients per representative. That equates to $97.4K in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on March 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
COREY NEIL CALLAWAY
Chief Compliance Officer, Investment Advisor
- CRD
- #1279194
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,367,627 | -- |
| Non-Discretionary | $2,222,692 | -- |
| Total | $22,590,319 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Callaway Financial Services has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.