Daniel Callahan
Ironview Capital Management · Charleston, South Carolina
Daniel Callahan is a fee-only financial advisor at Ironview Capital Management in Charleston, South Carolina, who holds the CFA credential. Ironview Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Ironview Capital Management |
|---|---|
| Based in | Charleston, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.39B across 445 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in SC · CRD 6111894 |
| Exams passed | Series 65 (2012) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.ironview.com |
| Profile |
How Daniel's firm compares
- Ironview Capital Management's average account is about $3.1 million, from its Form ADV (assets managed divided by 445 accounts).
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Questions about Daniel
Is Daniel Callahan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Ironview Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Ironview Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Callahan based?
Daniel Callahan is based in Charleston, South Carolina.
What credentials does Daniel Callahan hold?
Daniel Callahan holds the CFA credential.
Is Daniel Callahan registered with the SEC?
Yes. Daniel Callahan is registered as an investment adviser representative in SC (CRD 6111894), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ironview Capital Management manage?
Ironview Capital Management reports $1.39B across 445 accounts in assets under management.
How do I contact Daniel Callahan?
Through Daniel's website, www.ironview.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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