Callahan Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$217,474,510
Total clients
389
16% high-net worth
Total advisors
4
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
97
Average account size
$559,060
About
Callahan Capital Management provides discretionary and non‑discretionary investment management, financial planning, retirement‑plan consulting, and legacy‑position services for individuals, high‑net‑worth families, estates, trusts, retirement plans, corporations, and charitable foundations. The brochure reports approximately $217.5 million in regulatory assets under management and describes the use of the MoneyGuide Pro platform to consolidate reporting for both managed and excluded assets.
The firm relies primarily on strategic asset allocation and long‑term holding strategies, supplemented by fundamental, mutual fund/ETF, and technical analysis tailored to each client’s risk tolerance and objectives. The brochure also discloses that Callahan may recommend the use of margin or other borrowing for non‑investment needs and that advisory fees are determined on the value of assets gross of any margin.
Noteworthy details in the brochure include disclosure of performance materials — including hypothetical scenarios and reported performance results — alongside an explicit statement that the firm does not accept performance‑based (gain‑sharing) fees. The document further emphasizes operational features that may be atypical for a firm of its size, such as managing legacy positions, offering ERISA 3(38) investment manager services to plan sponsors, and detailed proxy‑voting and trade‑aggregation practices with institutional custodial relationships.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
ESG / Sustainable investing
Fee options
1.00% annually maximum, negotiable and may be waived or varied
Main office location
Callahan Capital Management
1169 Hilltop Pkwy, 106 A
Steamboat Springs CO 80487-2523, United States
Number of offices
2
Most active in
Callahan Capital Management has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Colorado · Florida · Louisiana · Nebraska · Ohio · Oregon · Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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