William Frank Monroe
Investment adviser representative at Callahan Advisors, LLC
15 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
15 years in the industry.
- Callahan Advisors, LLCJun 2018 to now
- Monroe Capital Management LLCSep 2016 to Jun 2018
- Bayou City Capital, LLCJun 2011 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
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
- 5323896
- Firm CRD
- 114058