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CALLAHAN CAPITAL MANAGEMENT
Legal name: CALLAHAN CAPITAL MANAGEMENT INC
CRD 110568File 801-110441
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$217.5M
Below cohort median (national)
Discretionary AUM
$215.9M
Non-discretionary $1.5M
Clients
389
1,248 accounts
Employees
5
Below cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Apr 17, 2017
- Principal office
- 1169 HILLTOP PKWY, 106A, STEAMBOAT SPRINGS, CO, 80487-2523
- Phone
- 970-870-8750
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $217.5M
- Discretionary AUM
- $215.9M
- Non-discretionary AUM
- $1.5M
- Discretionary accounts
- 1,247
- Non-discretionary accounts
- 1
- Total accounts
- 1,248
- AUM per client
- $559K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 62 | $137.1M |
| Individuals (other than high net worth individuals) | 327 | $80.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 419 | 389 | decreased by30 |
| Apr 1, 2026 | AUM | $193,891,599 | $217,474,510 | increased by$23,582,911 |
| Apr 1, 2026 | Accounts | 1,441 | 1,248 | decreased by193 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 5 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 338 | 419 | increased by81 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $172,450,071 | $193,891,599 | increased by$21,441,528 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,189 | 1,441 | increased by252 |
| Apr 1, 2022 | Clients | 326 | 338 | increased by12 |
| Apr 1, 2022 | AUM | $154,042,905 | $172,450,071 | increased by$18,407,166 |
| Apr 1, 2022 | Accounts | 1,200 | 1,189 | decreased by11 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CALLAHAN CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CALLAHAN CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.