Callahan Capital Management

Callahan Capital Management (CRD# 110568) is a financial advisory firm headquartered in Steamboat Springs, CO. They manage $115,837,460 in 308 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    116
    MILLION
  • Total Number of Accounts
    308
    ACCOUNTS
  • Average Account Value
    $376,096
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, TX

Financial Advisors at Callahan Capital Management
Showing 1 - 3 of 3 top financial advisors.
1
Peter C. Johnson
CRD#: 4581669
Highlands Ranch, CO
93
Wealthminder
score

Peter Johnson (CRD# 4581669) is an Investment Advisor Representative working at Callahan Capital Management in Highlands Ranch, CO and has over 8 years of experience in the finance industry.

2
David B. Shepard
CRD#: 5030899
1169 Hilltop Pkwy, 106a, Steamboat Springs, CO 80487
93
Wealthminder
score

David Shepard (CRD# 5030899) is an Investment Advisor Representative working at Callahan Capital Management in Steamboat Springs, CO and has over 5 years of experience in the finance industry.

3
John D. McCollum
CRD#: 6782261
1169 Hilltop Pkwy, 106a, Steamboat Springs, CO 80487
87
Wealthminder
score

John McCollum (CRD# 6782261) is an Investment Advisor Representative working at Callahan Capital Management in Steamboat Springs, CO and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.