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 and capital allocator that serves both high-net-worth individuals and families as well as institutional clients. The firm is SEC-registered (2022) and operates as an LLC. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and selection of third-party managers. Fee arrangements combine asset-based fees and fixed fees. The firm has been recognized in industry rankings, appearing on Forbes' lists of top RIA firms in 2023 and 2024 and on Citywire’s "50 Growers Across America" list in 2024. Callan Family Office does not identify as an active ESG investor and does not report multi-state advising status.