CRD: 110568
Callahan Capital Management
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- Custodian
- Charles Schwab & Company ยท Hilltop Securities
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1999
- Office Locations
- 3
Office Locations
About Callahan Capital Management
Callahan Capital Management is an independent, fee-only RIA providing professional investment management and consulting for individuals and institutions including pension plans, foundations, endowments, and trusts. The firm designs and implements customized, risk-aware strategies with a commission-free approach and reports results quarterly net of fees, emphasizing long-term client partnerships.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
DAVID BRUCE SHEPARD
Chief Compliance Officer, President
- CRD
- #5030899
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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PETER CHARLES JOHNSON
Sales Assistant
- CRD
- #4581669
HAROLD WALTER KIRSCHNER
Certified Financial Planner
- CRD
- #4566673
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $215,931,726 | $173,161 |
| Non-Discretionary | $1,542,784 | $1,542,784 |
| Total | $217,474,510 | $174,258 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Sovereign Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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