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Investment Adviser Firm Summary
HIRTLE, CALLAGHAN & CO., LLC ( CRD # 105403/SEC#:801-32688 )
HIRTLE CALLAGHAN & CO INC, HIRTLE, CALLAGHAN & CO., LLC, HIRTLE CALLAGHAN & CO., LLC
View latest Form ADV filedPart 2 BrochuresPart 3 Relationship Summary

The adviser's REGISTRATION status is listed below.

REGISTRATION STATUS
SEC / JURISDICTION
REGISTRATION STATUS
EFFECTIVE DATE
SECApproved8/19/1988
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.

JURISDICTIONEFFECTIVE DATE
Arizona5/1/2000
California11/4/1999
Colorado5/16/2018
Connecticut3/28/2003
Delaware5/12/2003
District of Columbia3/31/2023
Florida6/25/1998
Georgia5/1/2000
Idaho3/31/2025
Illinois4/25/1995
Indiana8/13/2008
Kansas3/31/2023
Kentucky8/13/2008
Louisiana8/13/2008
Maine3/28/2003
Maryland7/10/2001
Massachusetts1/1/2000
Michigan9/15/2005
Minnesota7/23/2010
New Hampshire3/31/2025
New Jersey5/8/2000
New York11/8/1999
North Carolina12/8/2000
Ohio11/28/2000
Oklahoma8/15/2012
Oregon3/31/2025
Pennsylvania3/9/1990
South Carolina12/8/2000
Tennessee11/25/1998
Texas9/26/1994
Virginia9/18/1990
Washington10/16/2006
West Virginia3/29/2024
Wyoming3/31/2021
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
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.