Callan Family Office, LLC

RIASEC RegisteredEst. 2022

Total AUM

$10.2B

Discretionary

$9.2B

90% of AUM

Avg account

$3.8M

Accounts

2,697

Employees

Advisory reps

Firm details

Headquarters: Radnor, Pennsylvania
CRD number: 317446
Registered since: January 3, 2022
Website: callanfamilyoffice.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI69.93%
Other Investment Advisers20.12%
Charitable Organizations9.9%
Corporations / Businesses0.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Callan Family Office, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm presents itself as a capital allocator that serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and businesses, and manager selection services. Fee arrangements include percentage-of-AUM and fixed-fee models. The firm’s name and stated activities indicate it operates with family-office capabilities alongside more traditional RIA services. Public recognition for the firm includes placements on Forbes’ RIA lists in 2023 and 2024, a Citywire mention in 2024, and an appearance on CNBC’s Elite Advisors list in 2026.