Donna Jean Medcalf
Investment adviser representative at Callahan Advisors, LLC
13 yearsExperience
1 stateRegistered in
$1.3BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Callahan Advisors, LLCSep 2021 to now
- Granite Harbor Advisors, Inc.Jul 2018 to Aug 2021
- D.H. Hill Securities, LllpDec 2014 to Jul 2018
- Asset Management AdvisorsDec 2013 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (TX).
Callahan Advisors, LLC
$1.3BAssets managed
447Clients
7Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4469940
- Firm CRD
- 114058