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Callahan Advisors, LLC

● SEC registered since 2003CRD 114058SEC# 801-61981Houston, TX
Export (members)
Reg. AUM
$1.2B
Employees
10
Accounts
1,314
Location
Houston, TX

Callahan Advisors, LLC assets under management

Callahan Advisors, LLC operates as an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2003. It reports $1.2 billion in regulatory assets under management and employs 10 people.

Callahan Advisors, LLC owners & executives

7 reported
NameTitleOwnershipSince
Rachel Callahan Gummattira ControlChief Compliance OfficerUnder 5%2016
Rachel Callahan Gummattira 2020 Trust ControlOwner50-75%2020
Thomas Patrick Callahan ControlChairmanUnder 5%1998
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Frequently asked questions

How much does Callahan Advisors, LLC manage?

Callahan Advisors, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.

How many employees does Callahan Advisors, LLC have?

Callahan Advisors, LLC reports 10 employees.

Where is Callahan Advisors, LLC located?

Callahan Advisors, LLC is based in Houston, TX and has been SEC-registered since 2003.

Does Callahan Advisors, LLC disclose fund performance?

Callahan Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3555 Timmons Lane, Suite 600, Houston, TX 77027
Phone713-572-3366
Fax713-572-8771
Office hours9:00 a.m. To 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.2B
Non-discretionary$0
Total (RAUM)$1.2B