RIA Intel›Advisers›California›CALLAN CAPITAL, LLC

CALLAN CAPITAL, LLC

Advisory

N·LA JOLLA, CA

Data as of Feb 28, 2025 · Source: SEC Form ADV

Total AUM
$2.3B
1-Year AUM Growth
0.0%
3-Year CAGR
+20.9%
Employees
8
Assets Under Management
Total AUM$2.3B
Discretionary AUM$2.3B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients326
Team
Total Employees8
Investment Advisers21
Employee Growth (1Y)+16.7%
Filing History
Total Filings on Record63
First FilingNov 27, 2006
Latest FilingFeb 28, 2025
🔒 Full AUM trend chart and 63 historical filings spanning 19+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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