Callahan Advisors, LLC
● SEC registered since 2003CRD 114058SEC# 801-61981Houston, TX
Reg. AUM
$1.33B
Employees
11
Accounts
1,357
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 $1.3 billion in regulatory assets under management and employs 11 people.
Callahan Advisors, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Rachel Callahan Gummattira Control | Chief Compliance Officer | Under 5% | 2016 |
| Rachel Callahan Gummattira 2020 Trust Control | Owner | 50-75% | 2020 |
| Thomas Patrick Callahan Control | Chairman | Under 5% | 1998 |
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Join to unlock · $37/moFrequently asked questions
How much does Callahan Advisors, LLC manage?
Callahan Advisors, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Callahan Advisors, LLC have?
Callahan Advisors, LLC reports 11 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
| Address | 3555 Timmons Lane, Suite 600, Houston, TX 77027 |
| Phone | 713-572-3366 |
| Fax | 713-572-8771 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.33B▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$1.33Bregulatory AUM
Discretionary $1.33B