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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
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 →

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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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