Callahan Capital Management
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Overview
Callahan Capital Management is a financial advisor company based in Steamboat Springs, Colorado. Callahan Capital Management handles $146.2 million in assets across 1,167 client accounts, making it a mid-tier investment advisory firm in the country by assets under management (AUM). Callahan Capital Management has a small group, including 4 financial advisors. Callahan Capital Management is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets like options, equities and bonds.
Callahan Capital Management oversees the majority of the company's client assets on a discretionary basis. Discretionary management signifies that an investment advisor has the discretion to make buy and sell decisions without needing to seek client approval. The firm also has one non-discretionary accounts totaling $10,679 in AUM. The firm administers about $125,266 in assets for each customer account. An average financial advisor at Callahan Capital Management administers around 292 client accounts.
The company's headquarters is located at 1169 Hilltop Pkwy, Steamboat Springs, Colorado 80487-2523. The company is allowed to provide services to investors throughout a number of states, including Arizona, California, Colorado and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Callahan Capital Management by the Numbers
$146.2 million
4
1,167
$125.3 thousand
Products and Services
Financial services that Callahan Capital Management provides include financial planning services and portfolio management for individuals and small businesses. In the prior financial year, Callahan Capital Management provided financial planning services to 1-10 of its clients. It is not involved in selling products or offering services apart from investment advice to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management typically are based on the type of financial services provided. However, fees billed by the company typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Callahan Capital Management.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Callahan Capital Management provides services to retail investors and high net worth investors. Out of its 1,167 customers, Callahan Capital Management's biggest client is retail investors, though it also manages money for 61 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 15.33%
- Other Individuals - 84.67%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Callahan Capital Management does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Callahan Capital Management
Steamboat Springs, CO
Highlands Ranch, CO
Englewood, CO
Steamboat Springs, CO
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