Callahan Capital Management Inc
● SEC registered since 2017CRD 110568SEC# 801-110441Steamboat Springs, CO
Reg. AUM
$217.5M
Employees
5
Accounts
1,248
Location
Steamboat Springs, CO
Callahan Capital Management Inc assets under management
Callahan Capital Management Inc is an SEC-registered investment adviser based in Steamboat Springs, CO. The firm has been registered since 2017. It reports $217.5 million in regulatory assets under management and employs 5 people.
Callahan Capital Management Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Bruce Shepard Control | President / Cco | Over 75% | 2012 |
Frequently asked questions
How much does Callahan Capital Management Inc manage?
Callahan Capital Management Inc reports $217.5 million in regulatory assets under management on its Form ADV.
How many employees does Callahan Capital Management Inc have?
Callahan Capital Management Inc reports 5 employees.
Where is Callahan Capital Management Inc located?
Callahan Capital Management Inc is based in Steamboat Springs, CO and has been SEC-registered since 2017.
Does Callahan Capital Management Inc disclose fund performance?
Callahan Capital Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1169 Hilltop Pkwy, 106a, Steamboat Springs, CO 80487-2523 |
| Phone | 970-870-8750 |
| Fax | 970-870-8748 |
| Office hours | 8:00a.m.-5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$217.5M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$217.5Mregulatory AUM
Discretionary $215.9MNon-discretionary $1.5M