# Callahan Capital Management

Callahan Capital Management is a Bank / Wealth / Trust based in Steamboat Springs, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Steamboat Springs, United States
- **Region:** North America
- **Address:** Centennial, CO, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** callahancapital.com
- **LinkedIn:** https://www.linkedin.com/company/callahancapitalmanagement

## Regulatory record

- **CRD number:** 110568
- **SEC file number:** 801-110441
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110568

## About

Callahan Capital Management was founded in 1995 in Centennial, Colorado, and operates as a registered investment adviser under the Investment Advisers Act of 1940. The firm primarily serves high-net-worth individuals, pension and profit-sharing plans, and business entities across the United States. Its long-tenured presence in the Denver-adjacent suburbs reflects a relationship-driven model common among RIA practices that pre-date the consolidation wave of the 2010s. The firm's strategy centers on discretionary portfolio management and financial planning. Callahan constructs equity, fixed-income, and balanced portfolios tailored to client objectives, drawing on fundamental security analysis and asset allocation models. The firm does not publicly promote a venture, private equity, or direct real estate practice; its posture is consistent with a traditional wealth manager focused on public-market securities, separately managed accounts, and retirement-plan advisory services. The firm has maintained a deliberately low public profile. It does not disclose assets under management, team size, or named principals in widely accessible filings or press. Its regulatory record shows no material disciplinary events, and its Form ADV filings with the SEC confirm a limited institutional footprint — a handful of pension-plan clients alongside a core of individual wealth relationships. Structurally, Callahan is one of thousands of SEC-registered RIAs operating below the institutional scale threshold. Its differentiator is longevity and regulatory cleanliness in an industry where both are scarce.

## Questions

### Does Callahan Capital Management invest in private markets or alternatives?

Publicly available records do not indicate a private-markets practice. The firm's described services — financial planning, portfolio management, and advisory — are concentrated in public equities, fixed income, and balanced mandates. No venture capital, private equity, or direct real estate activity is attributed to Callahan in regulatory disclosures.

### What is Callahan Capital Management's regulatory standing?

Callahan Capital Management has been registered with the SEC as an investment adviser since its inception in 1995. Its public disclosure record shows no material disciplinary actions, sanctions, or client disputes, which is notable over a three-decade operating history (per SEC IAPD, public record).

### What amount of assets does Callahan Capital Management manage?

Callahan Capital Management does not publicly disclose its assets under management. Its regulatory filings do not report a definitive AUM figure in accessible databases, and the firm has not promoted a specific number through press releases, industry rankings, or its website.

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Last updated: 2026-08-11T02:43:31.692Z

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