# Callaway Financial Services

Callaway Financial Services is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 172117
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/172117

## About

Callaway Financial Services is a state-registered investment adviser in Arlington, TX. The firm manages $23 million in assets, $20 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Callaway Financial Services?

The investment decision-makers at Callaway Financial Services have not been identified in any public sources. No named principals, CIO, or managing directors appear in regulatory filings, press releases, or media coverage. The firm's leadership structure remains private.

### What is the capital origin for Callaway Financial Services?

The underlying wealth origin for Callaway Financial Services has not been publicly disclosed. Without a named family or corporate source, it is unclear whether the capital comes from a single family, a group of families, or another entity. This level of opacity is uncommon among family offices that seek external relationships.

### How has Callaway Financial Services been referenced in public filings or media?

No referenced deals, employment listings, or legal proceedings involving the firm have been identified. The firm operates outside the public record.

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Last updated: 2026-08-10T20:11:24.188Z

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