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Callahan Capital Management

Headquartered in STEAMBOAT SPRINGS, CO

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Firm Information

Callahan Capital Management is an investment advisor headquartered in STEAMBOAT SPRINGS, CO. The firm provides financial planning and portfolio management for individuals. Callahan Capital Management manages approximately $179,572,366 in regulatory assets under management for 363 clients.

Callahan Capital Management

1169 HILLTOP PKWY

STEAMBOAT SPRINGS, CO 80487-2523

$179.57M

Assets Under Management

324

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

CALLAHAN CAPITAL MANAGEMENT has a total of 3 branch locations across the country.
location

Centennial, CO

location

STEAMBOAT SPRINGS, CO

location

HIGHLANDS RANCH, CO

Advisors at Callahan Capital Management

View All 4 Advisors
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Harold Walter Kirschner

CFP®, RA

Centennial, CO

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John D McCollum

RA

STEAMBOAT SPRINGS, CO

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David Bruce Shepard

RA

STEAMBOAT SPRINGS, CO

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Peter Charles Johnson

RA

HIGHLANDS RANCH, CO

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Disclosures

There are no public disclosures for Callahan Capital Management.

Frequently Asked Questions (7)

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