Steamboat Springs, CO Office
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Callahan Capital Management
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Firm-wide stats for Callahan Capital Management
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.
Based on Callahan Capital Management
Location
1169 Hilltop Pkwy, 106 A
Steamboat Springs CO 80487-2523
Advisors at this office
3
Advisors at this office
David S
Series 65
Steamboat Springs, CO
Callahan Capital Management
David Shepard is a Series 65-licensed financial advisor with 13 years of industry experience. He has been with Callahan Capital Management since 1993. Outside of his advisory role, he is the owner of CALCAP, LLC, a non-investment-related business in Steamboat Springs, Colorado. Callahan Capital Management provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm emphasizes strategic asset allocation and long-term holdings, utilizing a range of investment vehicles and incorporates financial planning into its advisory relationships.
Harold K
CFP®, Series 65
Steamboat Springs, CO
Callahan Capital Management
Harold Kirschner is a CFP® with 27 years of industry experience. He has worked at Callahan Capital Management since 2023 and previously spent 19 years at Sharkey, Howes & Javer, Inc. His credentials include the Series 65 license. Callahan Capital Management provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm emphasizes strategic asset allocation and long-term holdings across a broad range of investment vehicles and incorporates financial planning into its advisory relationships.
John M
Series 65
Steamboat Springs, CO
Callahan Capital Management
John Mc Collum is a Series 65-credentialed financial advisor at Callahan Capital Management in Steamboat Springs, Colorado, with eight years of industry experience. He has been with Callahan Capital Management since 2014. Callahan Capital Management provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth families, estates, trusts, corporations, and charitable foundations. The firm emphasizes strategic asset allocation and long-term holdings across various investment types and incorporates financial planning and retirement services into its advisory relationships.
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