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David Bruce Shepard

CALLAHAN CAPITAL MANAGEMENT INC·STEAMBOAT SPRINGS, Colorado
Series 65Clean record13 years registeredCALLAHAN CAPITAL MANAGEMENT INC
1169 HILLTOP PKWY, STEAMBOAT SPRINGS, CO 80487-2523CRD# 5030899Firm CRD# 110568

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Bruce Shepard · STEAMBOAT SPRINGS, CO
Registration
CRD #5030899 · CALLAHAN CAPITAL MANAGEMENT INC · 13 years registered
Brand Profile
Not yet started
01

Career History

CALLAHAN CAPITAL MANAGEMENT
Dec 2012 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 4, 2012
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CALLAHAN CAPITAL MANAGEMENT INC
CRD 110568 · SEC 801-110441
AUM
$180M
Regulatory assets under management
Employees
4
363 client accounts
Services offered by CALLAHAN CAPITAL MANAGEMENT INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CALLAHAN CAPITAL MANAGEMENT INC →
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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.
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