Callan Family Office, LLC

Registered investment advisor · Radnor, Pennsylvania · CRD #317446

Assets Under Management

$10.2B

Client Accounts

2,697

Employees

CRD Number

317446

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc.

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Callan Family Office, LLC

Callan LLC is an independent, employee-owned investment consulting firm established in 1973. The firm specializes in providing research-driven advice to institutional investors managing significant assets, with over 400 clients collectively overseeing more than $4.5 trillion. Callan's clientele includes pension plans, endowments, foundations, insurers, and healthcare systems. The firm offers a range of consulting services, including Fund Sponsor Consulting, Manager Evaluation & Selection, and P

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Yes

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Callan Family Office, LLC

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Frequently Asked Questions

What is Callan Family Office, LLC's AUM?

Callan Family Office, LLC reports approximately $10.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Callan Family Office, LLC headquartered?

Callan Family Office, LLC is headquartered in Radnor, Pennsylvania.

What is Callan Family Office, LLC's CRD number?

Callan Family Office, LLC's CRD number is 317446. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.