Advisor at Callahan Investment Advisor, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Callahan Investment Advisor, LLC
Location
Navarre, FL
Credentials
ChFC®, Series 63, Series 65
Industry experience
20 years
Stephen Callahan is the sole advisor at Callahan Investment Advisor, LLC in Navarre, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 20 years of industry experience, including operating as a sole proprietor from 2004 to 2020 before founding his current firm in 2013. Outside of advisory services, he is involved with KBG, LLC, a personal investment entity. Callahan Investment Advisor, LLC provides fee-based investment management and financial planning primarily for individual and high-net-worth clients. The firm uses a non-discretionary asset management model and employs fundamental, technical, and cyclical analysis, offering strategies from long-term holdings to option writing.
Based on Callahan Investment Advisor, LLC
$0 - $50,000: 2.50% annually $50,001 - $250,000: 2.25% annually $250,001 - $500,000: 2.00% annually $500,001 - $1,000,000: 1.75% annually $1,000,001 - $2,500,000: 1.50% annually $2,500,001 - $5,000,000: 1.00% annually $5,000,001+: Negotiable
Fee-only: Fee-based investment management; no commissions or performance fees.
Navarre, FL
Arizona · Florida
Callahan Investment Advisor, LLC
2013 - Present (13 years)
Sole Proprietor
2004 - 2020 (16 years)
Sole Proprietor
2004 - 2020 (16 years)
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Other specialized services
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Series 63, Series 65
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