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Investment Adviser Firm Summary

HIRTLE, CALLAGHAN & CO., LLC (CRD# 105403 / SEC# 801-32688)
Alternate Names: HIRTLE CALLAGHAN & CO INC , HIRTLE CALLAGHAN & CO., LLC , HIRTLE, CALLAGHAN & CO., LLC

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 08/19/1988

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
Alabama 04/20/2006
Alaska 06/17/2009
Arizona 05/01/2000
Arkansas 07/23/2010
California 11/04/1999
Connecticut 03/28/2003
Delaware 05/12/2003
District of Columbia 05/12/2003
Florida 06/25/1998
Georgia 05/01/2000
Idaho 01/05/2010
Illinois 04/25/1995
Indiana 08/13/2008
Iowa 06/19/2009
Kansas 08/13/2008
Kentucky 08/13/2008
Louisiana 08/13/2008
Maine 03/28/2003
Maryland 07/10/2001
Massachusetts 01/01/2000
Michigan 09/15/2005
Minnesota 07/23/2010
Missouri 03/31/2010
Montana 10/07/2011
Nevada 03/28/2003
New Hampshire 03/11/2002
New Jersey 05/08/2000
New Mexico 08/13/2008
New York 11/08/1999
North Carolina 12/08/2000
North Dakota 03/31/2010
Ohio 11/28/2000
Oklahoma 08/15/2012
Oregon 08/13/2008
Pennsylvania 03/09/1990
Puerto Rico 06/17/2009
Rhode Island 08/13/2008
South Carolina 12/08/2000
Tennessee 11/25/1998
Texas 09/26/1994
Vermont 03/28/2003
Virginia 09/18/1990
Washington 10/16/2006
West Virginia 08/13/2008
Wisconsin 09/14/2010

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser