Callahan Advisors, LLC
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Overview
Callahan Advisors, LLC is a financial advisor firm located in Houston, Texas. The firm administers $780.1 million in assets under management over 1,212 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management (AUM). The firm has a small team, including 6 financial advisors. Callahan Advisors, LLC is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are tradable fiscal assets such as bonds, options and equities.
Callahan Advisors, LLC manages all of its accounts on a discretionary basis. Discretionary management means that a portfolio manager makes buy and sell choices for the client's account without requiring client authorization. Callahan Advisors, LLC supervises roughly $643,638 in assets for every account. The average financial advisor at Callahan Advisors, LLC administers around 202 client accounts.
The company's main office is at 3555 Timmons Lane, Houston, Texas 77027. The company is registered to serve customers throughout 6 states, including Arkansas, Georgia, Illinois, Louisiana, Tennessee and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Callahan Advisors, LLC by the Numbers
$780.1 million
9
1,212
$643.6 thousand
Fee Structure
Fees for financial management vary depending on which services the firm provides the client. Fees billed by Callahan Advisors, LLC typically consist of the following fee structure: asset-based. Callahan Advisors, LLC does not provide a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to retail investors, high net worth investors and charitable organizations. Out of its 1,212 customers, Callahan Advisors, LLC's largest client group by number of accounts is high net worth investors, but it also serves 200 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of its clients are from outside of the U.S.
- High-Net-Worth Individuals* - 50.25%
- Other Individuals - 46.48%
- Corporations - 0%
- Charitable Organizations - 3.27%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Callahan Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Callahan Advisors, LLC
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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