RIA Intel›Advisers›Nebraska›CALLAHAN INVESTMENT ADVISOR, LLC

CALLAHAN INVESTMENT ADVISOR, LLC

Advisory

NE

Data as of Jan 13, 2026 · Source: SEC Form ADV

Average account

$643K

across 43 accounts

AUM per adviser

$28M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 13, 2026.

Total AUM

$28M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$28M

Discretionary AUM$0

Non-Discretionary AUM$28M

Discretionary %0%

Total Clients43

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

43 clients

32 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NE

Closest by assets under management. All figures from Form ADV.

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$30M

ESH HOLDINGS, LLC

$30M

ENVISION INVESTMENT ADVISORS, LLC

$26M

EVERGREEN CAPITAL MANAGEMENT INC

$30M

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