Callahan Capital Management

Callahan Capital Management (CRD# 110568) is a financial advisory firm headquartered in Steamboat Springs, CO. They manage $104,443,041 in 286 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    286
    ACCOUNTS
  • Average Account Value
    $365,185
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 7 years of experience in the finance industry.

2
David B. Shepard
CRD#: 5030899
1169 Hilltop Pkwy, 106a, Steamboat Springs, CO 80487
90
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
Daniel E. Callahan
CRD#: 38533
1169 Hilltop Pkwy, Steamboat Springs, CO 80487
86
Wealthminder
score

Daniel Callahan (CRD# 38533) is an Investment Advisor Representative working at Callahan Capital Management in Steamboat Springs, CO and has over 38 years of experience in the finance industry. Daniel Callahan 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.

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