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| Callahan Wealth Advisory LLC
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|
|---|---|
| CRD # | 316124 |
| SEC # | 801-122369 |
| CIK # | |
| AUM | $268.2 MM (2024-03-01) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 410-712-6220 |
| Address | 5649 N Dean Rd Orlando, FL 32817 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 122 | 29.1 |
| (b) Individuals (high net worth individuals) | 112 | 220.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 18.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 735 | 268.2 |
| By Discretionary | ||
| Discretionary | 733 | 250.0 |
| Non-Discretionary | 2 | 18.2 |
| Total | 735 | 268.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 268.2 | |
| Total | 735 | 268.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Vawter Financial Ltd
✚
|
OH | 0.3 |
|
Fields Gottscho Capital Management LLC
✚
|
NY | 0.3 |
|
USA Financial Securities Corporation
✚
|
MI | 0.3 |
|
Good Harbor Advisors Inc
✚
|
MA | 0.3 |
|
Buska Wealth Management LLC
✚
|
WI | 0.3 |
|
Elliott Cove Capital Management LLC
✚
|
WA | 0.3 |
|
Bouvel Investment Partners LLC
✚
|
PA | 0.3 |
|
Monhegan Capital Management LLC
✚
|
CT | 0.3 |
|
Cascades Capital Asset Management LLC
✚
|
NC | 0.3 |
|
EPIQ Partners LLC
✚
|
MN | 0.3 |