David Shepard has been President / CCO of Callahan Capital Management since December 2012, is a control person of the firm and directly owns 75% or more of it. David Shepard holds a Bachelor of Science in Economics from Rollins College.
Callahan Capital Management Inc is a Steamboat Springs, CO firm with $217M under management, 389 clients and 3 advisers across 2 offices, as of its March 2026 filing.
David Shepard is President of Callahan Capital Management. He directs investment research and monitors the investments, and works with clients to tailor a financial plan. He started his career as a sales assistant at Merrill Lynch while still in college, and joined Dan Callahan in 1993 to take part in the formation of Callahan Capital Management in 1995.
- Callahan Capital ManagementCurrent– present · 13 yearsSteamboat Springs, CO · Adviser representative · Firm CRD 110568
Investment adviser representative registrations
David Shepard is registered as an investment adviser representative in 2 states. The first approvals date from December 2012; the most recent is Texas, in July 2013.
- ColoradoSince 4 December 2012
- TexasSince 3 July 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 December 2012 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- David Bruce Shepard
- CRD
- 5030899
- Firm
- Callahan Capital Management · CRD 110568
- Role
- President / CCO
- Office
- 1169 HILLTOP PKWY, 106A, Steamboat Springs, CO 80487-2523
- Registration
- Investment adviser registration
- In the industry since
- December 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- callahancapital.com
Where does David Shepard work?
David Shepard has been President / CCO of Callahan Capital Management Inc since December 2012, and is a control person of the firm.
Is David Shepard a financial advisor?
Yes. David Shepard has a current investment-adviser registration in Colorado and Texas, through Callahan Capital Management since December 2012.
How many years of experience does David Shepard have?
David Shepard has 13 years in the financial industry, since December 2012, across 1 adviser firm.
What exams has David Shepard passed?
David Shepard passed the Series 65 in December 2012.
Where is David Shepard based?
David Shepard’s registered office is in Steamboat Springs, CO.
Is David Shepard registered with FINRA?
No. David Shepard has no current broker registration.
How can I verify David Shepard’s record?
Search CRD 5030899 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Shepard’s full registration record.