Hamendra
Ojha

Callahan Advisors, LLC

CRD#5774393
Investment Advisor
in Houston, TX

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About this Advisor

Hamendra Ojha is a financial advisor working out of Houston, Texas with 13 years of industry experience. Ojha is currently employed by Callahan Advisors, LLC. Throughout their career, they have worked at Callahan Advisors, LLC. Ojha has a Series 65 license, certifying them as an investment advisor representative, and is able to operate in Texas. Callahan Advisors, LLC is a financial advisory firm operating out of Houston, TX. It manages $780 million in assets under management between its 1,212 accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm serves 13 charities and foundations. Of its 1,212 accounts, 50% are associated with high-net-worth individuals who have greater than $1 million in assets. Callahan Advisors, Llc offers portfolio management for individuals and small businesses. A financial advisor's fee schedules largely depend on which services are provided. However, fee types charged by Callahan Advisors, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

13 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

3555 Timmons Lane Suite 600
Houston, TX 77027

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Callahan Advisors, LLC Brokerage Details

Total Assets Under Management

$780,089,181

TX Average: $3,042,739,679
Total Number of Employees

9

TX Average: 49
Total Number of Accounts

1,212

TX Average: 2,315
Average Account Size

$643,638

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Hamendra Ojha Work History

Hamendra has been registered as a financial advisor for 13 years.*

2020 - Present (4 years)

Callahan Advisors, LLC

2010 - 2020 (10 years)

Callahan Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Hamendra Ojha to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Callahan Advisors, LLC

Rachel Gummattira
Houston, TX
William Booth
Houston, TX
Thomas Callahan
Houston, TX
William Monroe
Houston, TX
Hamendra Ojha
Houston, TX
Thomas Callahan
Houston, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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