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CALLAHAN CAPITAL MANAGEMENT

STEAMBOAT SPRINGS, CO · CRD 110568 · IAPD ↗ · callahancapital.com · 970-870-8750

$217.5MRegulatory AUM
3Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2025 — CALLAHAN CAPITAL MANAGEMENT notice-filed in NE, OH, OR, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2025 — CALLAHAN CAPITAL MANAGEMENT reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2025 — CALLAHAN CAPITAL MANAGEMENT now reports custody of client assets ($47.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
42
October 2024 — CALLAHAN CAPITAL MANAGEMENT notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.