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| Callan Family Office LLC
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|---|---|
| CRD # | 317446 |
| SEC # | 801-122987 |
| CIK # | 0001938970 |
| AUM | $10.2 B (2026-03-30) |
| Employees | 49 (31% Investors, 0% Brokers) |
| Phone | 877-506-7990 |
| Address | 201 King of Prussia Road Radnor, PA 19087 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.2 | ||
| Apple Inc | 0.2 | ||
| Microsoft Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Lilly Eli & Co | 0.0 | ||
| Visa Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 170 | 7.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 12 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 7 | 2.1 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,697 | 10.2 |
| By Discretionary | ||
| Discretionary | 2,473 | 9.2 |
| Non-Discretionary | 224 | 1.0 |
| Total | 2,697 | 10.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 10.2 | |
| Total | 2,697 | 10.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001938970] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Johnson Wealth Inc
✚
|
WI | 10.3 |
|
Parallel Advisors LLC
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|
CA | 10.3 |
|
Bartlett & Co Wealth Management LLC
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|
OH | 10.3 |
|
Valmark Advisers Inc
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|
OH | 10.2 |
|
Shepherd Kaplan LLC
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|
MA | 10.2 |
|
Conrad Siegel Investment Advisors Inc
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|
PA | 10.1 |
|
Openarc Corporate Advisory LLC
✚
|
GA | 10.1 |
|
McQueen Financial Advisors II Inc
✚
|
MI | 10.1 |
|
Agincourt Capital Management LLC
✚
|
VA | 10.0 |
|
Plancorp LLC
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|
MO | 9.9 |