Daniel Patrick Callahan

CFA

Ironview Capital Management, LLC

13 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate Planning

Ironview Capital Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

413 clients

Average Client Portfolio

$2.8M average

Assets Under Management

$1.1B

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

Location

Charleston, SC

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Ironview Capital Management, LLC

November 2024 - Present · 1 yr 3 mos

Previous Registrations

Summit Financial, LLC

July 2024 - November 2024 · 4 mos

Capasso Planning Partners LLC

February 2019 - December 2024 · 5 yrs 10 mos

Jbj Investment Partners, LLC

February 2016 - March 2019 · 3 yrs 1 mo

Questis

December 2014 - December 2015 · 1 yr

Morris Financial Concepts, INC.

August 2012 - December 2014 · 2 yrs 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.