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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

CALLAHAN FINANCIAL

WEALTHCOR LLC, CRD 282449

CINCINNATI, OH

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:ca0c3516-bc25-ae5c-7dc6-7860285d53e6

Data as of Jan 3, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 6
On other graphs: 0
Observed: Jan 25, 2016 to Jan 3, 2023
29 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $165MItem 5.F on the latest filing (2023-01-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $165M
Private client RAUM: $162MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 528
Individual clients: 240
High net worth clients: 112
SEC number: 801-114923
CRD: 282449
Filings on the tape: 29
First filed: Jan 25, 2016
Latest filed: Jan 3, 2023
Organised: Limited Liability Company, Ohio

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, JOSEPH, PATRICK	MANAGING MEMBER / CEO	D	yes	01/2016	Jan 25, 2016	Jan 3, 2023
EGAN, KEVIN, JAMES	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	yes	01/2016	Jan 25, 2016	Jan 3, 2023

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
2021	Mar 10, 2022	$165M	$165M	6	4	0	n/a	n/a
2020	Jan 28, 2021	$152M	$152M	6	4	0	n/a	n/a
2019	Feb 13, 2020	$121M	$121M	6	4	0	n/a	n/a
2016	Mar 21, 2017	$80.0M	$80.0M	6	4	n/a	n/a	n/a

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
2021	$165M	$152M	8.6%	n/a	n/a	6	6	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Oneseven	4	Mar 31, 2023	Oct 31, 2022	CINCINNATI, OH	Firm absorbed	RIA to RIA	100.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
LPL FINANCIAL LLC	2	Aug 26, 2016	Apr 1, 2016	CINCINNATI, OH	Team lift out	Other	0.0%

Relationships

Controls (2)

← CALLAHAN, JOSEPH, PATRICKOwnerMANAGING MEMBER / CEO, ownership code D, individual
Jan 25, 2016 to presentfactForm ADV
← EGAN, KEVIN, JAMESOwnerMANAGING MEMBER / CHIEF COMPLIANCE OFFICER, ownership code D, individual
Jan 25, 2016 to presentfactForm ADV

Registered with (5)

← JEFFREY ALLEN CREEKAdvisorregistration: previous registration
Feb 14, 2017 to Mar 31, 2023factForm ADV
← JOSEPH PATRICK CALLAHANAdvisorregistration: previous registration
Apr 1, 2016 to Mar 31, 2023factForm ADV
← ALBERT BERNARD VONDERHEIDEAdvisorregistration: previous registration
Oct 3, 2016 to Mar 31, 2023factForm ADV
← KEVIN JAMES EGANAdvisorregistration: previous registration
Apr 1, 2016 to Mar 31, 2023factForm ADV
← DANIEL STUART SCHMITZAdvisorregistration: previous registration
Apr 1, 2016 to Jun 8, 2016factForm ADV

Moved with (2)

→ ONESEVENRegistered adviser4 advisors, firm absorbed, same day
Mar 31, 2023 to Oct 31, 2022factForm ADV
← LPL FINANCIAL LLCRegistered adviser2 advisors, team lift out, same day
Aug 26, 2016 to Apr 1, 2016factForm ADV

Dated events

Occurred
Mar 31, 2023
Firm absorbed
Callahan Financial's advisors moved to Oneseven (Cincinnati, OH): 4 of 4 registered, on the same day
Form ADVobserved 4 days ago
4 advisors
Occurred
Mar 31, 2023
Advisor changed firm
Kevin James Egan left Callahan Financial for Oneseven (registered 2022-10-31)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2023
Advisor changed firm
Albert Bernard Vonderheide left Callahan Financial for Oneseven (registered 2022-10-31)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2023
Advisor changed firm
Jeffrey Allen Creek left Callahan Financial for Oneseven (registered 2022-10-31)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2023
Advisor changed firm
Joseph Patrick Callahan left Callahan Financial for Oneseven (registered 2022-10-31)
Form ADVobserved 4 days ago
Occurred
Jan 25, 2016
First Form ADV filing
Callahan Financial filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ca0c3516-bc25-ae5c-7dc6-7860285d53e6
First observed: Jan 25, 2016
Last observed: Jan 3, 2023 45 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 FINANCIAL

WEALTHCOR LLC, CRD 282449

CINCINNATI, OH

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:ca0c3516-bc25-ae5c-7dc6-7860285d53e6

Data as of Jan 3, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:06 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CALLAHAN, JOSEPH, PATRICK

MANAGING MEMBER / CEO

yes

01/2016

Jan 25, 2016

Jan 3, 2023

EGAN, KEVIN, JAMES

MANAGING MEMBER / CHIEF COMPLIANCE OFFICER

yes

01/2016

Jan 25, 2016

Jan 3, 2023

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Mar 10, 2022

$165M

n/a

2020

Jan 28, 2021

$152M

n/a

2019

Feb 13, 2020

$121M

n/a

2016

Mar 21, 2017

$80.0M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$165M

$152M

8.6%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Oneseven

Mar 31, 2023

Oct 31, 2022

CINCINNATI, OH

Firm absorbed

RIA to RIA

100.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

LPL FINANCIAL LLC

Aug 26, 2016

Apr 1, 2016

CINCINNATI, OH

Team lift out

Other

0.0%