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Callahan Wealth Advisory
Filed as CALLAHAN WEALTH ADVISORY · Legal name Callahan Wealth Advisory, LLC
Callahan Wealth Advisory is an SEC-registered investment advisory firm in Orlando, FL, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.
Quick answers
From the filingHow is Callahan Wealth Advisory compensated?
On its Form ADV (Item 5.E, October 2026), Callahan Wealth Advisory reports these compensation arrangements: a percentage of assets under its management.
Where is Callahan Wealth Advisory located?
Callahan Wealth Advisory's principal office is in Orlando, FL, according to its Form ADV.
Is Callahan Wealth Advisory registered with the SEC or a state?
Callahan Wealth Advisory is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 316124.
How much does Callahan Wealth Advisory manage?
Callahan Wealth Advisory reports $372,154,200 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).
How have Callahan Wealth Advisory's assets and staff changed since 2021?
In the Form ADV data for Callahan Wealth Advisory: Regulatory assets under management: $0 in the October 2021 data and $372,154,200 in the October 2026 data. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Callahan Wealth Advisory serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (185); high net worth individuals (100); charitable organizations (5).
Which custodians does Callahan Wealth Advisory use?
Callahan Wealth Advisory's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James Financial Services, Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Callahan Wealth Advisory report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/316124
What changed in Callahan Wealth Advisory's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $326,987,574 to $372,154,200 (+14%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 12, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$372,154,200 as of October 2026, filing dated March 12, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Legal name
- Callahan Wealth Advisory, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 4. Performing investment advisory functions: 3.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
7 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $372,154,200 | 4 | March 12, 2026 |
| October 2025 | $326,987,574 | 2 | March 5, 2025 |
| October 2024 | $268,189,100 | 3 | March 1, 2024 |
| October 2023 | $223,544,552 | 3 | March 6, 2023 |
| October 2022 | $235,453,913 | 3 | September 16, 2022 |
| October 2021 | $0 | 3 | September 30, 2021 |
Regulatory assets under management: $0 in the October 2021 data and $372,154,200 in the October 2026 data.
Total employees: 3 in October 2021 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $326,987,574 to $372,154,200 (+14%).
- January 2026
- No longer registered or notice-filed in DC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Callahan Wealth Advisory (CRD 316124): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/callahan-wealth-advisory-orlando-fl-316124