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Callahan Capital Management Inc

● SEC registered since 2017CRD 110568SEC# 801-110441Steamboat Springs, CO
Export (members)
Reg. AUM
$193.9M
Employees
5
Accounts
1,441
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 $193.9 million in regulatory assets under management and employs 5 people.
www.callahancapital.comView on SEC.gov ↗

Callahan Capital Management Inc owners & executives

1 reported
NameTitleOwnershipSince
David Bruce Shepard ControlPresident / CcoOver 75%2012

Frequently asked questions

How much does Callahan Capital Management Inc manage?

Callahan Capital Management Inc reports $193.9 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

Address1169 Hilltop Pkwy, 106a, Steamboat Springs, CO 80487-2523
Phone970-870-8750
Fax970-870-8748
Office hours8:00a.m.-5:00p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$192.6M
Non-discretionary$1.3M
Total (RAUM)$193.9M