# Callahan Wealth Advisory

> 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.

- CRD: 316124
- Filed as: CALLAHAN WEALTH ADVISORY
- Legal name: Callahan Wealth Advisory, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Orlando, FL
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316124
- AdvisorCensus page: https://advisorcensus.com/firm/callahan-wealth-advisory-orlando-fl-316124

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Raymond James Financial Services, Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $372,154,200
- Discretionary: $372,154,200
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 185 | $25,435,600 |
| High net worth individuals | 100 | $327,563,700 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 5 | $19,154,900 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, MD, NH, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- callahanwealthadvisory.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 3 | September 30, 2021 |
| October 2022 | $235,453,913 | 3 | September 16, 2022 |
| October 2023 | $223,544,552 | 3 | March 6, 2023 |
| October 2024 | $268,189,100 | 3 | March 1, 2024 |
| October 2025 | $326,987,574 | 2 | March 5, 2025 |
| October 2026 | $372,154,200 | 4 | March 12, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Callahan Wealth Advisory (CRD 316124): Form ADV filing data as of October 2026.