CALLAWAY FINANCIAL SERVICES

CALLAWAY FINANCIAL SERVICES of ARLINGTON, TX is an SEC-registered investment adviser (CRD 172117). Regulatory assets under management: $22.6M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 172117
• Type: Registered investment adviser
• Location: 301 S CENTER ST, ARLINGTON, TX, 76010
• Phone: 817-274-4877
• Latest filing: 2026-03-06
• Regulatory AUM: $22.6M
• Discretionary AUM: $20.4M
• Non-discretionary AUM: $2.2M
• Clients: 1
• Accounts: 232

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 172117 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search