April 1, 2024 – Thank you to the Austin Business Journal for including us in the Investment Management Firms list for 2023.

We express immense gratitude to our clients whose support has fueled our growth, making us an integral part of the Austin community.

CRITERIA: The 2023 Austin Business Journal list of Investment Management Firms is open to firms with offices in the Austin area.  To be eligible, firms must be a registered investment advisory firm (RIA) with the SEC or the State of Texas, depending upon the amount of assets managed. Participants must be able to disclose ranking criteria of assets under management (AUM) for the Austin office.

After receiving an email invitation from the Austin Business Journal to participate in the list, Callan Capital completed a brief online survey.

DISCLOSURE: The information for the ranking was compiled by Callan Capital and may or may not be verified by the Austin Business Journal. The award should not be viewed as representative of any one client’s experience and should not be taken as an indication of performance by Callan Capital and any of its clients. Neither Callan Capital nor any of its employees were required to be a member of an organization to be eligible to receive this award. Callan Capital did not pay a fee to apply for this award. However, the firm does purchase goods or services from the publisher of the award, such as subscriptions to the publication. The Austin Business Journal’s list of Investment Management Firms covers the time from 1-1-2023 through 12-31-2023.