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| Callahan Advisors LLC
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| |
|---|---|
| CRD # | 114058 |
| SEC # | 801-61981 |
| CIK # | 0001395055 |
| AUM | $932.9 MM (2024-08-30) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 713-572-3366 |
| Address | 3555 Timmons Lane Houston, TX 77027 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| META | 434,852.0 | 59.1 | |
| MSFT | 1,918,222.4 | 52.0 | |
| GOOG | 1,482,566.4 | 45.2 | |
| AMZN | 1,092,997.8 | 39.9 | |
| AAPL | 2,382,844.0 | 36.8 | |
| JPM | 340,169.2 | 25.3 | |
| CB | 82,373.7 | 23.5 | |
| UNH | 477,004.0 | 22.5 | |
| FDX | 62,226.1 | 20.5 | |
| BN | 19.7 | ||
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 179 | 57.8 |
| (b) Individuals (high net worth individuals) | 213 | 857.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 13 | 17.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,233 | 932.9 |
| By Discretionary | ||
| Discretionary | 1,233 | 932.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,233 | 932.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 931.7 | |
| Total | 1,233 | 932.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001395055] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Fishman Jay A Ltd
✚
|
MI | 1.0 |
|
CS Planning Corp
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|
OR | 1.0 |
|
Waypoint Capital Advisors LLC
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MN | 0.9 |
|
PrairieView Partners LLC
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MN | 0.9 |
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Verity and Verity LLC
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SC | 0.9 |
|
Enclave Advisors LLC
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TX | 0.9 |
|
Rappaport Reiches Capital Management LLC
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|
IL | 0.9 |
|
Verus Financial Partners Inc
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|
VA | 0.9 |
|
Private Advisory Group LLC
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|
WA | 0.9 |
|
Academy Capital Management
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TX | 0.9 |