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| Callahan Advisors LLC
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|---|---|
| CRD # | 114058 |
| SEC # | 801-61981 |
| CIK # | 0001395055 |
| AUM | $1.2 B (2025-06-20) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 713-572-3366 |
| Address | 3555 Timmons Lane Houston, TX 77027 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 75.6 | ||
| Microsoft Corp | 62.0 | ||
| Amazon Com Inc | 48.6 | ||
| Alphabet Inc | 48.3 | ||
| Apple Inc | 30.8 | ||
| Brookfield Asset Management Inc | 29.7 | ||
| J P Morgan Chase & Co | 28.7 | ||
| Ace Ltd | 27.1 | ||
| Priceline Com Inc | 25.8 | ||
| Nvidia Corp | 23.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 190 | 69.6 |
| (b) Individuals (high net worth individuals) | 235 | 1,097.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 14 | 31.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,314 | 1,199.1 |
| By Discretionary | ||
| Discretionary | 1,314 | 1,199.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,314 | 1,199.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 1,198.1 | |
| Total | 1,314 | 1,199.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001395055] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Baldwin Investment Management LLC
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|
PA | 1.2 |
|
Alterna Wealth Management Inc
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|
TX | 1.2 |
|
Financial Plan Inc
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WA | 1.2 |
|
Barlow Wealth Partners LLC
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KY | 1.2 |
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J L Bainbridge & Co Inc
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|
FL | 1.2 |
|
Professional Advisory Services Inc
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|
FL | 1.2 |
|
ETZ Advisory LLC
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|
1.2 | |
|
Class VI Family Office LLC
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|
CO | 1.2 |
|
Action Point Financial Planning LLC
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|
MI | 1.2 |
|
Wgshaheen & Associates Ltd
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|
NY | 1.2 |