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Daniel Patrick Callahan

Ironview Capital Management, LLC

Charleston, SC

Conshohocken, PA

CRD 6111894

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Employer firm

Ironview Capital Management, LLC CRD 150250

$1.39B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • CORPORATE CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Ironview Capital Management, Llc

200 Barr Harbor Drive, Suite 400, Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-12-17
  • SC RA
    APPROVED
    Since 2025-12-17

Branch Locations

Charleston, SC • United States

200 Barr Harbor Drive, Suite 400, Conshohocken, PA 19428 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jbj Invest Charleston SC 01/2016 02/2019
Capasso Planning Partners Llc Charleston SC 02/2019 Present
Summit Financial, Llc Parsippany NJ 07/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-05-26
  • S65 Uniform Investment Adviser Law Examination
    2012-05-26
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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