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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Callahan Wealth Advisory LLC
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| CRD # | 316124 |
| SEC # | 801-122369 |
| CIK # | |
| AUM | $327.0 M (2025-03-05) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 410-712-6220 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 205 | 82.0 |
| (b) Individuals (high net worth individuals) | 62 | 214.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 21.5 |
| (h) Charitable organizations | 0 | 9.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 817 | 327.0 |
| By Discretionary | ||
| Discretionary | 815 | 305.9 |
| Non-Discretionary | 2 | 21.1 |
| Total | 817 | 327.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 327.0 | |
| Total | 817 | 327.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
TFR Capital LLC
✚
|
TX | 0.3 |
|
Kirtland Financial Management Inc
✚
|
FL | 0.3 |
|
Henderson Brothers Financial Partners LLC
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|
PA | 0.3 |
|
American Assets Capital Advisers LLC
✚
|
CA | 0.3 |
|
van Clemens Wealth Management LLC
✚
|
MN | 0.3 |
|
Silver Grove Financial Group Inc
✚
|
NY | 0.3 |
|
Masso Torrence Wealth Management Inc
✚
|
NJ | 0.3 |
|
Palouse Capital Management Inc
✚
|
WA | 0.3 |
|
Evans Investment Advisors LLC
✚
|
LA | 0.3 |
|
626 Financial LLC
✚
|
MI | 0.3 |