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Thomas Patrick Callahan Jr

Investment Adviser Representative at Callahan Advisors, LLC

Houston, TXCRD #6154960Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Thomas Patrick Callahan Jr. is an investment adviser representative with Callahan Advisors, LLC in Houston, TX, where they have been registered since 2013, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Texas.

Office

3555 Timmons Lane, Suite 600
Houston, TX 77027

Advisors at this office: 8

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/5/2013

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Callahan Advisors, LLCCurrent
5/6/2013 – Houston, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Callahan Advisors, LLC
    Dec 2012 – Apr 2020Houston, TX
  2. Callahan Advisors, LLC
    Apr 2020 – no end date reportedHouston, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Callahan Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm account minimum
$1,000,000 (waivable)
Firm's annual rate schedule by assets
  • Equities/Equity ETFs - First $500,0001.00%
  • Equities/Equity ETFs - $500,000 to $1.5M0.80%
  • Equities/Equity ETFs - $1.5M to $2.5M0.65%
  • Equities/Equity ETFs - Excess over $2.5M0.50%

+2 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small Businesses

Client types the firm serves

IndividualsHigh Net WorthCharitable Organizations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
8
Offices listed on AdvisorFinder:
1
Main office:
Houston, TX
SEC file number:
801-61981

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 30, 2026

View full firm profile

Other advisors at Callahan Advisors, LLC

7 other advisors in the directory

View Callahan Advisors, LLC firm profile

Similar advisors in Houston, TX

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Thomas Patrick Callahan Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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