# CALLAHAN WEALTH ADVISORY, LLC

CALLAHAN WEALTH ADVISORY, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 316124
- Type: SEC-registered investment adviser
- SEC file number: 801-122369
- Phone: 410-712-6220
- Latest filing: 2026-03-12
- Regulatory AUM: $372.2M
- Discretionary AUM: $372.2M
- Clients: 4
- Accounts: 867

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Natalia B Callahan | MANAGING PARTNER | — |
| Colin Michael Callahan | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR | — |
| CALLAHAN DONALD MICHAEL | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR | — |
| CALLAHAN NATALIA B | MANAGING PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/316124/brochure
- Similar advisers: https://search.stillhousedata.com/firm/316124/similar
- Related entities: https://search.stillhousedata.com/firm/316124/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/316124

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.