STEAMBOAT SPRINGS, COCRD 110568Latest ADV March 31, 2026
Callahan Capital Management is an SEC registered investment adviser organized as a corporation with a primary office location in Steamboat Springs, CO. Its latest Form ADV filing, dated March 31, 2026, reports $217M in regulatory assets under management, 5 employees, 1 office, and 1,248 accounts.
Assets Under Management
$217M
Employees
5
Offices
1 office
Total Clients
389
Primary office
STEAMBOAT SPRINGS, CO
1169 HILLTOP PKWY, 106A, STEAMBOAT SPRINGS, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 84.1% of total clients.
Top client categories% of clientsClients
1
Individuals
84.1%
327
2
HNWI
15.9%
62
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$217Mas of March 31, 2026
Discretionary99.3%
$216M
99% of total RAUM99.3%
Non-discretionary0.7%
$2M
1% of total RAUM0.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$217M
Total Accounts1,248
10Y AUM Change+$102M (+87.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee78:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.