Harold Kirschner
Callahan Capital Management · Centennial, Colorado
Harold Kirschner is a fee-only financial advisor at Callahan Capital Management in Centennial, Colorado, who holds the CFP credential. Callahan Capital Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Callahan Capital Management |
|---|---|
| Based in | Centennial, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $217.5M across 1,248 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 4566673 |
| Exams passed | Series 65 (2000) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.callahancapital.com |
| Profile |
How Harold'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 Harold
Is Harold Kirschner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Harold 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 Harold charge for financial advice?
Harold's firm, Callahan Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Harold Kirschner based?
Harold Kirschner is based in Centennial, Colorado.
What credentials does Harold Kirschner hold?
Harold Kirschner holds the CFP credential.
Is Harold Kirschner registered with the SEC?
Yes. Harold Kirschner is registered as an investment adviser representative in CO and TX (CRD 4566673), 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 Harold Kirschner?
Through Harold'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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