Callahan Advisors, LLC
Assets Under Management
$1.2B
Number of Clients
439
Number of Advisors
9
Average Client AUM
$2.7M
AUM per Advisor
$133.2M
Compensation
Fee-Only (AUM)
About This Firm
Callahan Advisors provides discretionary investment management services, specializing in equities, fixed income, and ETFs. They focus on client risk tolerance, financial goals, diversification, low turnover, and regular communication. They manage over $1 billion in assets and primarily invest in US-listed securities.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.80% |
| $1.5M - $2.5M | 0.65% |
| $2.5M+ | 0.50% |
Annual fees of 0.40% on corporate, state, and local government bonds and fixed income-focused ETFs. Annual fee of 0.20% on certificates of deposit, U.S. Treasury securities, and other ETFs not included above, including short-term U.S. Treasury ETFs. No fee on cash or money market funds. Fees are negotiable and vary from client to client.
Fee Estimator
You'll pay an annual fee based on the type and amount of assets in your account. Equities and equity-focused ETFs are charged different rates than fixed income or other ETFs (see table). Fees are assessed quarterly in advance. Fees are negotiable and vary from client to client. Callahan Advisors prefers accounts containing at least $1,000,000 in assets; however, they will occasionally accept smaller accounts.
Areas of Practice
Location
3555 Timmons Lane, Suite 600, Houston, TX, 77027