Callahan, Leighton & Co., LLC (Houston)

Callahan, Leighton & Co., LLC is a large advisory firm based in Houston. It manages $176.45 million of regulatory assets for 367 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Florida, Louisiana, and Texas.

Callahan, Leighton & Co. provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Callahan, Leighton & Co.: assets under management

The assets under management (AUM) of Callahan, Leighton & Co., LLC is $176.45 million. The firm's AUM has grown by 300% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $168.99 million in discretionary accounts and $7.46 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $465.52 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.87 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Callahan, Leighton & Co., LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Callahan, Leighton & Co., LLC

William Rado Leighton has been acting as President since 1 Nov 1998. Thomas Patrick Callahan joined the executive team most recently as the Chairman.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Rado Leighton	President	1 Nov 1998	50% - 75%	3187320
Thomas Patrick Callahan	Chairman	1 Nov 1998	50% - 75%	3187308
William Leighton	President	1 Nov 1998	50% - 75%	3187320
Thomas Callahan	Chairman	1 Nov 1998	50% - 75%	3187308

Based in Houston

The principal office where Callahan, Leighton & Co., LLC performs its advisory services is located at 3555 Timmons Lane, Houston, TX 77027, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.