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Rachel Callahan Gummattira

Investment adviser representative at Callahan Advisors, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.3BFirm assets

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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

14 years in the industry.

  1. Callahan Advisors, LLCMay 2012 to now

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2012

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
6102884
Firm CRD
114058
Advisor's SEC record (opens in a new tab)
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