DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Callahan Financial

Former SEC-registered adviserCincinnati, OhioCRD 282449SEC 801-114923IAPD
Legal name Wealthcor LLC
Latest filing Jan 3, 2023
First filing on the tape Jan 25, 2016 · 29 filings
RAUM
$165M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
98%
$162M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
6
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$165M as of Mar 10, 2022
Mar 21, 2017$80.0M then
HNW client RAUM$117M as of Mar 10, 2022
Feb 13, 2020$63.5M then
State-registered IARs (5.B.3)4 as of Mar 10, 2022
Mar 21, 20174 then
Employees (5.A)6 as of Mar 10, 2022
Mar 21, 20176 then
Private funds: no history
RAUM +8.6% over the last fiscal yearIARs 4 to 4
Practice profile
derived from the filing of Jan 3, 2023; every figure names its basis
RAUM per advisor
$41.4MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
88derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.0MderivedHNW RAUM over HNW clients
Average account
$313,267derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.5derivedItem 5.A over advisors
Advisors per office
4.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+8.6%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
+26%derived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individualsreportedItem 5.G
Wrap fee program
$1.1MreportedItem 5.I
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$117M71%
  • Individuals$45.0M27%
  • Corporations and businesses$2.6M1.6%
  • Pension and profit-sharing plans$504,6270.3%
  • Charitable organizations$2,2150.0%
Individual clients
240reported
HNW clients
112reported
Pension plan clients
2reported
Charitable clients
1reported
Accounts
528reported
Financial planning clients
26-50reported
Wrap fee programs
$0 sponsored, $0 managedreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
Teams outTeams in
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Patrick Joseph Callahan · Managing Member / Ceocontrol
    since 01/2016 · owns 50% to 75%
  • James Kevin Egan · Managing Member / Chief Compliance Officercontrol
    since 01/2016 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
  • Accounts · 477 to 528
    Jan 28, 2021 to Mar 10, 2022
  • Corporate clients · 0 to 3
    Jan 28, 2021 to Mar 10, 2022
  • HNW clients · 52 to 112
    Jan 28, 2021 to Mar 10, 2022
  • Individual clients · 228 to 240
    Jan 28, 2021 to Mar 10, 2022
  • Pension plan clients · 0 to 2
    Jan 28, 2021 to Mar 10, 2022
  • Discretionary RAUM · $152M to $165M
    Jan 28, 2021 to Mar 10, 2022
  • HNW RAUM · $99.9M to $117M
    Jan 28, 2021 to Mar 10, 2022
  • Individual RAUM · $51.9M to $45.0M
    Jan 28, 2021 to Mar 10, 2022
  • Pension RAUM · $0 to $504,627
    Jan 28, 2021 to Mar 10, 2022
  • RAUM · $152M to $165M
    Jan 28, 2021 to Mar 10, 2022
  • Accounts · 442 to 477
    Jul 9, 2020 to Jan 28, 2021
  • HNW clients · 226 to 52
    Jul 9, 2020 to Jan 28, 2021
  • Individual clients · 51 to 228
    Jul 9, 2020 to Jan 28, 2021
  • Discretionary RAUM · $121M to $152M
    Jul 9, 2020 to Jan 28, 2021
  • HNW RAUM · $63.5M to $99.9M
    Jul 9, 2020 to Jan 28, 2021
  • Individual RAUM · $57.2M to $51.9M
    Jul 9, 2020 to Jan 28, 2021
  • RAUM · $121M to $152M
    Jul 9, 2020 to Jan 28, 2021
  • Accounts · 430 to 442
    Oct 24, 2019 to Feb 13, 2020
  • Charity clients · 0 to 1
    Oct 24, 2019 to Feb 13, 2020
  • HNW clients · 69 to 226
    Oct 24, 2019 to Feb 13, 2020
  • Individual clients · 215 to 51
    Oct 24, 2019 to Feb 13, 2020
  • Discretionary RAUM · $104M to $121M
    Oct 24, 2019 to Feb 13, 2020
  • HNW RAUM · $81.7M to $63.5M
    Oct 24, 2019 to Feb 13, 2020
  • Individual RAUM · $22.3M to $57.2M
    Oct 24, 2019 to Feb 13, 2020
  • RAUM · $104M to $121M
    Oct 24, 2019 to Feb 13, 2020
  • Accounts · 380 to 430
    Apr 11, 2017 to Mar 1, 2019
  • Charity clients · unset to 0.0
    Apr 11, 2017 to Mar 1, 2019
  • Corporate clients · unset to 0.0
    Apr 11, 2017 to Mar 1, 2019
  • HNW clients · unset to 69.0
    Apr 11, 2017 to Mar 1, 2019
  • Individual clients · unset to 215.0
    Apr 11, 2017 to Mar 1, 2019
  • Pension plan clients · unset to 0.0
    Apr 11, 2017 to Mar 1, 2019
  • Pooled vehicle clients · unset to 0.0
    Apr 11, 2017 to Mar 1, 2019
  • Insurance-licensed employees · 1 to 0
    Apr 11, 2017 to Mar 1, 2019
  • Financial planning clients · 11-25 to 26-50
    Apr 11, 2017 to Mar 1, 2019
  • Other offices · unset to 0.0
    Apr 11, 2017 to Mar 1, 2019
  • Discretionary RAUM · $80.0M to $104M
    Apr 11, 2017 to Mar 1, 2019
  • HNW RAUM · unset to 81742625.0
    Apr 11, 2017 to Mar 1, 2019
  • Individual RAUM · unset to 22294553.0
    Apr 11, 2017 to Mar 1, 2019
  • Pension RAUM · unset to 0.0
    Apr 11, 2017 to Mar 1, 2019
  • Pooled vehicle RAUM · unset to 0.0
    Apr 11, 2017 to Mar 1, 2019
Signals
6 dated events
  • Kevin James Egan left Callahan Financial for Oneseven (registered 2022-10-31)
    Mar 31, 2023 · Advisor changed firm · fact
  • Albert Bernard Vonderheide left Callahan Financial for Oneseven (registered 2022-10-31)
    Mar 31, 2023 · Advisor changed firm · fact
  • Jeffrey Allen Creek left Callahan Financial for Oneseven (registered 2022-10-31)
    Mar 31, 2023 · Advisor changed firm · fact
  • Joseph Patrick Callahan left Callahan Financial for Oneseven (registered 2022-10-31)
    Mar 31, 2023 · Advisor changed firm · fact
  • Callahan Financial's advisors moved to Oneseven (Cincinnati, OH): 4 of 4 registered, on the same day
    Mar 31, 2023 · Firm absorbed (people side) · derived
  • Callahan Financial filed its initial SEC registration (Form ADV)
    Jan 25, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026