AdvisorOS Directory
Claim Profile
DS

David Bruce Shepard

CALLAHAN CAPITAL MANAGEMENT INC·STEAMBOAT SPRINGS, Colorado
Unclaimed Profile
1169 HILLTOP PKWY, STEAMBOAT SPRINGS, CO 80487-2523CRD# 5030899Firm CRD# 110568
01

About

David Bruce Shepard is a registered financial advisor based in STEAMBOAT SPRINGS, Colorado, affiliated with CALLAHAN CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CALLAHAN CAPITAL MANAGEMENT INC
CALLAHAN CAPITAL MANAGEMENT
AUM
$180M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CALLAHAN CAPITAL MANAGEMENT INC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5030899
Firm CRD# 110568
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in STEAMBOAT SPRINGS?

Browse all registered financial advisors in STEAMBOAT SPRINGS, Colorado or claim this profile if it's yours.

Browse STEAMBOAT SPRINGS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does David Bruce Shepard offer?
David Bruce Shepard specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in STEAMBOAT SPRINGS, Colorado for a consultation.
What are David Bruce Shepard's credentials?
David Bruce Shepard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Bruce Shepard located?
David Bruce Shepard is based in STEAMBOAT SPRINGS, Colorado, working with CALLAHAN CAPITAL MANAGEMENT INC. Their office serves clients in the STEAMBOAT SPRINGS metropolitan area and surrounding communities.
How does David Bruce Shepard charge for services?
David Bruce Shepard's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CALLAHAN CAPITAL MANAGEMENT INC?
CALLAHAN CAPITAL MANAGEMENT INC has approximately 4 employees and manages $180M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in STEAMBOAT SPRINGS
Michael David Scheckman — BANGTAIL MANAGEMENT, LPStephen Ricardo Paoli — BANGTAIL MANAGEMENT, LPRobert Scott Schwartz — BANGTAIL MANAGEMENT, LPScott Edward Burg — BANGTAIL MANAGEMENT, LPBradley Willis Craig — BANGTAIL MANAGEMENT, LP
Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile