Peter C. Johnson

CALLAHAN CAPITAL MANAGEMENT

HIGHLANDS RANCH, CO

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CRD#: 4581669

Professional summary

Peter Charles Johnson is a registered financial advisor currently at CALLAHAN CAPITAL MANAGEMENT located in Highlands Ranch, Colorado.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Peter has worked at 4 firms and has passed the Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Charles Johnson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 26, 2015 - Present

CALLAHAN CAPITAL MANAGEMENT

RIA

CRD#: 110568

HIGHLANDS RANCH, CO

Past

January 1, 2010 - June 25, 2015

FINANCIALLY SPEAKING INC

RIA

CRD#: 106255

GREENWOOD VILLAGE, CO

Past

January 10, 2006 - March 1, 2007

GENEOS WEALTH MANAGEMENT, INC.

CRD#: 120894

DENVER, CO

Past

December 18, 2002 - June 4, 2004

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CALLAHAN CAPITAL MANAGEMENT

CALLAHAN CAPITAL MANAGEMENT | CALLAHAN CAPITAL MANAGEMENT INC

CRD#: 110568 / SEC#: 801-110441

RIA

Registered Investment Advisory firm - (4/17/2017 Approved)

Arizona

Registered Investment Advisory firm - (5/11/2017 Terminated)

California

Registered Investment Advisory firm - (6/10/2017 Terminated)

Colorado

Registered Investment Advisory firm - (5/12/2017 Terminated)

Texas

Registered Investment Advisory firm - (5/11/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(6/26/2015)

IAR

Texas
(3/24/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/28/2009

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 12/17/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CALLAHAN CAPITAL MANAGEMENT

CALLAHAN CAPITAL MANAGEMENT | CALLAHAN CAPITAL MANAGEMENT INC

CRD#: 110568 / SEC#: 801-110441

RIA

Registered Investment Advisory firm - (4/17/2017 Approved)

Arizona

Registered Investment Advisory firm - (5/11/2017 Terminated)

California

Registered Investment Advisory firm - (6/10/2017 Terminated)

Colorado

Registered Investment Advisory firm - (5/12/2017 Terminated)

Texas

Registered Investment Advisory firm - (5/11/2017 Terminated)

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Contact information

Main Address

1169 Hilltop Pkwy 106a, Steamboat Springs, CO 80487-2523

Mailing Address

Phone number

(970) 870-8750

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	1,441
AUM (Assets Under Management)	$ 193,891,599

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Peter C. Johnson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Charles Johnson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CALLAHAN CAPITAL MANAGEMENT

FINANCIALLY SPEAKING INC

GENEOS WEALTH MANAGEMENT, INC.

PFS INVESTMENTS INC.

Primary Firm SEC Registration

CALLAHAN CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 12/28/2009

Series 6

Date: 12/17/2002

Current Firm

CALLAHAN CAPITAL MANAGEMENT

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CALLAHAN CAPITAL MANAGEMENT

TRUST BUT VERIFY

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