Callahan Capital Management
Callahan Capital Management is an SEC-registered mass-market adviser in Steamboat Springs, CO with $217.5M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Callahan Capital Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110568, SEC 801-110441, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $217.5M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Steamboat Springs, CO
- Employees
- 5
- Clients
- 389
- CRD
- 110568
- Ownership
- CALLAHAN,DANIEL,EDWARD; SHEPARD, DAVID, BRUCE; MCLAUGHLIN, WENDY, ANN
How much AUM does Callahan Capital Management have?
Callahan Capital Management reported $217.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Callahan Capital Management?
Disclosed owners and executives of Callahan Capital Management include CALLAHAN,DANIEL,EDWARD, SHEPARD, DAVID, BRUCE, MCLAUGHLIN, WENDY, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.