Callahan Capital Management

Callahan Capital Management (CRD# 110568) is a financial advisory firm headquartered in Steamboat Springs, CO. They manage $150,449,676 in 1,167 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    150
    MILLION
  • Total Number of Accounts
    1,167
    ACCOUNTS
  • Average Account Value
    $128,920
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, TX, WA

Financial Advisors at Callahan Capital Management
Showing 1 - 4 of 4 top financial advisors.
1
Peter C. Johnson
CRD#: 4581669
Highlands Ranch, CO

Peter Johnson (CRD# 4581669) is an Investment Advisor Representative working at Callahan Capital Management in Highlands Ranch, CO and has over 14 years of experience in the finance industry.

2
Harold W. Kirschner
CRD#: 4566673
1169 Hilltop Pkwy, 106a, Steamboat Springs, CO 80487

Harold Kirschner (CRD# 4566673) is an Investment Advisor Representative working at Callahan Capital Management in Steamboat Springs, CO and has over 23 years of experience in the finance industry. Harold Kirschner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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

John McCollum (CRD# 6782261) is an Investment Advisor Representative working at Callahan Capital Management in Steamboat Springs, CO and has over 6 years of experience in the finance industry.

4
David B. Shepard
CRD#: 5030899
1169 Hilltop Pkwy, 106a, Steamboat Springs, CO 80487

David Shepard (CRD# 5030899) is an Investment Advisor Representative working at Callahan Capital Management in Steamboat Springs, CO and has over 11 years of experience in the finance industry.

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