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RIA / WealthAdvisorChartered Financial Analyst14 years in industry

DANIEL PATRICK CALLAHAN

Advisor at IRONVIEW CAPITAL MANAGEMENT, LLC

Charleston, SC | CONSHOHOCKEN, PA

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Search this name across graphsid dfx:ria:58740258-1109-eb96-9d5c-b80814d630a8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Aug 27, 2012 to Sep 15, 2026

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

Current firm: IRONVIEW CAPITAL MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 26, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S65
First exam: May 26, 2012
First registration: Aug 27, 2012
Dual registered: no
IAPD individual key: 6111894

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
IRONVIEW CAPITAL MANAGEMENT, LLC	Independent wealth	Dec 17, 2025	n/a	yes	Charleston, SC\|CONSHOHOCKEN, PA	Current employment
SUMMIT FINANCIAL, LLC	Bd affiliated wealth	Jul 16, 2024	Nov 13, 2024	no	CHARLESTON, SC	Previous registration
CAPASSO PLANNING PARTNERS LLC	Independent wealth	Feb 27, 2019	Dec 10, 2024	no	CHARLESTON, SC	Previous registration
JBJ INVESTMENT PARTNERS, LLC	Former SEC adviser	Feb 3, 2016	Mar 22, 2019	no	CHARLESTON, SC	Previous registration
Questis	n/a	Dec 10, 2014	Dec 21, 2015	no	CHARLESTON, SC	Previous registration
MORRIS FINANCIAL CONCEPTS, INC.	Independent wealth	Aug 27, 2012	Dec 4, 2014	no	MOUNT PLEASANT, SC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAPASSO PLANNING PARTNERS LLC	SUMMIT FINANCIAL, LLC	Dec 10, 2024	Jul 16, 2024	-147	Firm change after gap	RIA to ibd
SUMMIT FINANCIAL, LLC	IRONVIEW CAPITAL MANAGEMENT, LLC	Nov 13, 2024	Dec 17, 2025	399	Firm change	Ibd to RIA
JBJ INVESTMENT PARTNERS, LLC	CAPASSO PLANNING PARTNERS LLC	Mar 22, 2019	Feb 27, 2019	-23	Firm change	RIA to RIA
Questis	JBJ INVESTMENT PARTNERS, LLC	Dec 21, 2015	Feb 3, 2016	44	Firm change	Other
MORRIS FINANCIAL CONCEPTS, INC.	Questis	Dec 4, 2014	Dec 10, 2014	6	Firm change	Other

Relationships

Registered with (6)

→ IRONVIEW CAPITAL MANAGEMENT, LLCRegistered adviserregistration: current employment
Dec 17, 2025 to presentfactForm ADV
→ CAPASSO PLANNING PARTNERS LLCRegistered adviserregistration: previous registration
Feb 27, 2019 to Dec 10, 2024factForm ADV
→ SUMMIT FINANCIAL, LLCRegistered adviserregistration: previous registration
Jul 16, 2024 to Nov 13, 2024factForm ADV
→ JBJ INVESTMENT PARTNERS, LLCRegistered adviserregistration: previous registration
Feb 3, 2016 to Mar 22, 2019factForm ADV
→ QUESTISRegistered adviserregistration: previous registration
Dec 10, 2014 to Dec 21, 2015factForm ADV
→ MORRIS FINANCIAL CONCEPTS, INC.Registered adviserregistration: previous registration
Aug 27, 2012 to Dec 4, 2014factForm ADV

Dated events

Occurred
Dec 10, 2024
Advisor changed firm
Daniel Patrick Callahan left Capasso Planning Partners Llc for Summit Financial, Llc (registered 2024-07-16)
Form ADVobserved 6 days ago
Occurred
Nov 13, 2024
Advisor changed firm
Daniel Patrick Callahan left Summit Financial, Llc for Ironview Capital Management, Llc (registered 2025-12-17)
Form ADVobserved 6 days ago