Overview
Assets Under Management: $217 million
Headquarters: STEAMBOAT SPRINGS, CO
High-Net-Worth Clients: 62
Average Client Assets: $2.2 million
Frequently Asked Questions
CALLAHAN CAPITAL MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110568), CALLAHAN CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
CALLAHAN CAPITAL MANAGEMENT is headquartered in STEAMBOAT SPRINGS, CO.
CALLAHAN CAPITAL MANAGEMENT serves 62 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, CALLAHAN CAPITAL MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
CALLAHAN CAPITAL MANAGEMENT manages $217 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, CALLAHAN CAPITAL MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.06%
Average Client Assets: $2.2 million
Total Client Accounts: 1,248
Discretionary Accounts: 1,247
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 110568
Filing ID: 2066604
Last Filing Date: 2026-03-31 10:48:37