David Shepard
Callahan Capital Management · Steamboat Springs, Colorado
David Shepard is a fee-only financial advisor at Callahan Capital Management in Steamboat Springs, Colorado. Callahan Capital Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Callahan Capital Management |
|---|---|
| Based in | Steamboat Springs, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $217.5M across 1,248 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 5030899 |
| Exams passed | Series 65 (2012) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.callahancapital.com |
| Profile |
How David's firm compares
- Callahan Capital Management's average account is about $174,000, from its Form ADV (assets managed divided by 1,248 accounts).
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Questions about David
Is David Shepard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Callahan Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Callahan Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is David Shepard based?
David Shepard is based in Steamboat Springs, Colorado.
Is David Shepard registered with the SEC?
Yes. David Shepard is registered as an investment adviser representative in CO and TX (CRD 5030899), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Callahan Capital Management manage?
Callahan Capital Management reports $217.5M across 1,248 accounts in assets under management.
How do I contact David Shepard?
Through David's website, www.callahancapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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