# Callaway Capital Management, LLC

> Callaway Capital Management, LLC is an SEC-registered investment advisory firm in Nashville, TN, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 285709
- Filed as: CALLAWAY CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Nashville, TN
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285709
- AdvisorCensus page: https://advisorcensus.com/firm/callaway-capital-management-llc-nashville-tn-285709

## Quick answers

**How is Callaway Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Callaway Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Callaway Capital Management, LLC located?**
Callaway Capital Management, LLC's principal office is in Nashville, TN, according to its Form ADV.

**Is Callaway Capital Management, LLC registered with the SEC or a state?**
Callaway Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 285709.

**How much does Callaway Capital Management, LLC manage?**
Callaway Capital Management, LLC reports $211,306,604 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Callaway Capital Management, LLC's assets and staff changed since 2022?**
In the Form ADV data for Callaway Capital Management, LLC: Regulatory assets under management: $127,033,906 in the October 2022 data and $211,306,604 in the October 2026 data, up 66%. Total employees: 6 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Callaway Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6).

**Does Callaway Capital Management, LLC 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/285709

**What changed in Callaway Capital Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $174,179,789 to $211,306,604 (+21%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $211,306,604
- Discretionary: $211,306,604
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $211,306,604 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- callawaycap.com
- LinkedIn @callaway-capital-management-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $127,033,906 | 6 | March 9, 2022 |
| October 2023 | $132,644,557 | 4 | March 24, 2023 |
| October 2024 | $129,787,427 | 3 | March 27, 2024 |
| October 2025 | $174,179,789 | 4 | March 26, 2025 |
| October 2026 | $211,306,604 | 4 | March 31, 2026 |

Regulatory assets under management: $127,033,906 in the October 2022 data and $211,306,604 in the October 2026 data, up 66%.
Total employees: 6 in October 2022 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $174,179,789 to $211,306,604 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Callaway Capital Management, LLC (CRD 285709): Form ADV filing data as of October 2026.