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Owner - Portfolio Manager · Icon Advisers, Inc.

Craig T. Callahan

CRD 872598 · Named on Form ADV at one SEC-registered adviser

At a glance

Icon Advisers, Inc., an SEC-registered asset manager based in Greenwood Village, CO with $876 million in regulatory assets, lists Craig T. Callahan on its Form ADV as Owner - Portfolio Manager, a control person.

Firms and roles

  • Icon Advisers, Inc.Owner - Portfolio ManagerAsset manager · Greenwood Village, CO · $876M in regulatory assets

AtlasMembers

Craig’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Craig’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.