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| Keyboard |
| Callahan Wealth Advisory LLC
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|---|---|
| CRD # | 316124 |
| SEC # | 801-122369 |
| CIK # | |
| AUM | 372.2 M (2026-03-12) |
| Employees | 4 (75% Investors, 75% 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) | 185 | 25.4 |
| (b) Individuals (high net worth individuals) | 100 | 327.6 |
| (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 | 5 | 19.2 |
| (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 | 867 | 372.2 |
| By Discretionary | ||
| Discretionary | 867 | 372.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 867 | 372.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 372.2 | |
| Total | 867 | 372.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
UniWealth Advisors Inc
✚
|
373.2 M | |
|
Kunath Karren Rinne & Atkin LLC
✚
|
WA | 373.0 M |
|
The Karras Company Inc
✚
|
UT | 372.9 M |
|
Richard W Paul & Associates LLC
✚
|
MI | 372.8 M |
|
Hibernia Wealth Partners LLC
✚
|
LA | 372.5 M |
|
United Brokerage Services Inc
✚
|
WV | 372.3 M |
|
Livelife Capital Partners LLC
✚
|
MA | 372.1 M |
|
Pacific Wealth Management LLC
✚
|
CA | 371.9 M |
|
Union Strategic Advisors LLC
✚
|
OH | 371.6 M |
|
Guggenheim Wealth Solutions LLC
✚
|
CA | 371.3 M |