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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

CALLAHAN ADVISORS, LLC

CRD 114058

HOUSTON, TX

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Search this name across graphsid dfx:ria:00d4c4f8-a976-25c2-92ef-b5d5db1991cc

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 2
On other graphs: 0
Observed: Mar 21, 2012 to Mar 30, 2026
28 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.3BItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.3B
Private client RAUM: $1.3BderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $190Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,357
Individual clients: 188
High net worth clients: 243
Custody, client assets: $292M
SEC number: 801-61981
CRD: 114058
Filings on the tape: 28
First filed: Mar 21, 2012
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, TX

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
THOMAS PATRICK CALLAHAN	n/a	HOUSTON, TX	27	27	n/a	no
HAMENDRA PRABHULAL OJHA	n/a	HOUSTON, TX	16	16	n/a	no
RACHEL CALLAHAN GUMMATTIRA	Certified Financial Planner	HOUSTON, TX	14	14	n/a	no
THOMAS PATRICK CALLAHAN	n/a	HOUSTON, TX	13	13	n/a	no
WILLIAM FRANK MONROE	n/a	HOUSTON, TX	8	15	n/a	no
Donna Jean Medcalf	n/a	HOUSTON, TX	2	26	3	no
Nam Truong Bui	n/a	HOUSTON, TX	1	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CALLAHAN, THOMAS, PATRICK	Chairman	Na	yes	11/1998	Mar 30, 2026	Mar 30, 2026
CALLAHAN, THOMAS, PATRICK	MANAGING DIRECTOR	Na	yes	04/2020	Mar 30, 2026	Mar 30, 2026
GUMMATTIRA, RACHEL, CALLAHAN	CHIEF COMPLIANCE OFFICER	Na	yes	01/2016	Mar 30, 2026	Mar 30, 2026
RACHEL CALLAHAN GUMMATTIRA 2020	Owner	D	yes	04/2020	Mar 30, 2026	Mar 30, 2026
THOMAS PATRICK CALLAHAN, JR. 2020	Owner	D	yes	04/2020	Mar 30, 2026	Mar 30, 2026
CALLAHAN, THOMAS, PATRICK	Trustee	E	yes	04/2020	Mar 19, 2013	Aug 30, 2024
GUMMATTIRA, RACHEL, CALLAHAN	Trustee	E	yes	04/2020	Mar 19, 2013	Aug 30, 2024
RACHEL CALLAHAN GUMMATTIRA 2020 TRUST	Owner	D	yes	04/2020	Mar 30, 2020	Aug 30, 2024
THOMAS PATRICK CALLAHAN, JR. 2020 TRUST	Owner	D	yes	04/2020	Mar 30, 2020	Aug 30, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$1.3B	$1.3B	11	6	0	n/a	n/a
2024	Mar 26, 2025	$1.2B	$1.2B	10	6	0	n/a	n/a
2023	Mar 4, 2024	$933M	$933M	10	6	0	n/a	n/a
2022	Mar 27, 2023	$780M	$780M	9	6	0	n/a	n/a
2021	Mar 29, 2022	$890M	$890M	9	6	0	n/a	n/a
2020	Mar 25, 2021	$724M	$724M	8	7	0	n/a	n/a
2019	Mar 30, 2020	$663M	$663M	8	7	0	n/a	n/a
2018	Mar 20, 2019	$517M	$517M	9	7	0	n/a	n/a
2017	Feb 9, 2018	$544M	$544M	9	5	0	n/a	n/a
2016	Mar 30, 2017	$453M	$453M	7	5	n/a	n/a	n/a
2015	Mar 28, 2016	$378M	$378M	6	5	n/a	n/a	n/a
2014	Mar 19, 2015	$346M	$346M	6	5	n/a	n/a	n/a
2013	Mar 14, 2014	$290M	$290M	6	5	n/a	n/a	n/a
2012	Mar 19, 2013	$235M	$235M	6	5	n/a	n/a	n/a
2011	Mar 21, 2012	$202M	$202M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.3B	$1.2B	10.7%	$780M	19.4%	11	10	0	0

Relationships

Registered with (8)

← Nam Truong BuiAdvisorregistration: current employment
Apr 21, 2025 to presentfactForm ADV
← Donna Jean MedcalfAdvisorregistration: current employment
Mar 25, 2024 to presentfactForm ADV
← WILLIAM FRANK MONROEAdvisorregistration: current employment
Aug 6, 2018 to presentfactForm ADV
← THOMAS PATRICK CALLAHANAdvisorregistration: current employment
May 6, 2013 to presentfactForm ADV
← RACHEL CALLAHAN GUMMATTIRAAdvisorregistration: current employment
Sep 10, 2012 to presentfactForm ADV
← HAMENDRA PRABHULAL OJHAAdvisorregistration: current employment
May 11, 2010 to presentfactForm ADV
← THOMAS PATRICK CALLAHANAdvisorregistration: current employment
Feb 23, 1999 to presentfactForm ADV
← COURTNEY GRAY KENNINGAdvisorregistration: previous registration
Jul 3, 2018 to May 26, 2021factForm ADV

Controls (4)

← CALLAHAN, THOMAS, PATRICKOwnerCHAIRMAN, ownership code NA, individual
Mar 21, 2012 to Aug 30, 2024factForm ADV
← GUMMATTIRA, RACHEL, CALLAHANOwnerTRUSTEE, ownership code E, individual
Mar 19, 2013 to Aug 30, 2024factForm ADV
← RACHEL CALLAHAN GUMMATTIRA 2020 TRUSTOwnerOWNER, ownership code D, domestic entity
Mar 30, 2020 to Aug 30, 2024factForm ADV
← THOMAS PATRICK CALLAHAN, JR. 2020 TRUSTOwnerOWNER, ownership code D, domestic entity
Mar 30, 2020 to Aug 30, 2024factForm ADV

Dated events

Occurred
Mar 26, 2025
Regulatory AUM changed
Callahan Advisors, Llc reported RAUM $1.2B, up 29% from $932.9M (2024-08-30 to 2025-03-26)
Form ADVobserved 4 days ago
$266M
Occurred
Mar 30, 2020
Regulatory AUM changed
Callahan Advisors, Llc reported RAUM $663.5M, up 28% from $516.9M (2019-03-21 to 2020-03-30)
Form ADVobserved 4 days ago
$147M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:00d4c4f8-a976-25c2-92ef-b5d5db1991cc
First observed: Mar 21, 2012
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CALLAHAN ADVISORS, LLC

CRD 114058

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:00d4c4f8-a976-25c2-92ef-b5d5db1991cc

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:59 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

THOMAS PATRICK CALLAHAN

n/a

HOUSTON, TX

n/a

HAMENDRA PRABHULAL OJHA

n/a

HOUSTON, TX

n/a

RACHEL CALLAHAN GUMMATTIRA

Certified Financial Planner

HOUSTON, TX

n/a

THOMAS PATRICK CALLAHAN

n/a

HOUSTON, TX

n/a

WILLIAM FRANK MONROE

n/a

HOUSTON, TX

n/a

Donna Jean Medcalf

n/a

HOUSTON, TX

Nam Truong Bui

n/a

HOUSTON, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CALLAHAN, THOMAS, PATRICK

Chairman

yes

11/1998

Mar 30, 2026

CALLAHAN, THOMAS, PATRICK

MANAGING DIRECTOR

yes

04/2020

Mar 30, 2026

GUMMATTIRA, RACHEL, CALLAHAN

CHIEF COMPLIANCE OFFICER

yes

01/2016

Mar 30, 2026

RACHEL CALLAHAN GUMMATTIRA 2020

Owner

yes

04/2020

Mar 30, 2026

THOMAS PATRICK CALLAHAN, JR. 2020

Owner

yes

04/2020

Mar 30, 2026

CALLAHAN, THOMAS, PATRICK

Trustee

yes

04/2020

Mar 19, 2013

Aug 30, 2024

GUMMATTIRA, RACHEL, CALLAHAN

Trustee

yes

04/2020

Mar 19, 2013

Aug 30, 2024

RACHEL CALLAHAN GUMMATTIRA 2020 TRUST

Owner

yes

04/2020

Mar 30, 2020

Aug 30, 2024

THOMAS PATRICK CALLAHAN, JR. 2020 TRUST

Owner

yes

04/2020

Mar 30, 2020

Aug 30, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$1.3B

n/a

2024

Mar 26, 2025

$1.2B

n/a

2023

Mar 4, 2024

$933M

n/a

2022

Mar 27, 2023

$780M

n/a

2021

Mar 29, 2022

$890M

n/a

2020

Mar 25, 2021

$724M

n/a

2019

Mar 30, 2020

$663M

n/a

2018

Mar 20, 2019

$517M

n/a

2017

Feb 9, 2018

$544M

n/a

2016

Mar 30, 2017

$453M

n/a

2015

Mar 28, 2016

$378M

n/a

2014

Mar 19, 2015

$346M

n/a

2013

Mar 14, 2014

$290M

n/a

2012

Mar 19, 2013

$235M

n/a

2011

Mar 21, 2012

$202M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.3B

$1.2B

10.7%

$780M

19.4%