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CALLAN
Legal name: CALLAN LLC
CRD 107687File 801-9219
APPROVED
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$41.94B
Top 10% of cohort (national)
Discretionary AUM
$41.94B
Clients
724
25 accounts
Employees
202
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 16, 1973
- Principal office
- ONE BUSH STREET, SUITE 700, SAN FRANCISCO, CA, 94104
- Phone
- 415-974-5060
- Website
- https://www.callan.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $41.94B
- Discretionary AUM
- $41.94B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 25
- Non-discretionary accounts
- 0
- Total accounts
- 25
- AUM per client
- $57.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 248 | $346.0M |
| Charitable organizations | 51 | $464.5M |
| Other investment advisers | 20 | $0 |
| Pooled investment vehicles | 4 | $8.69B |
| Pension and profit sharing plans | 250 | $32.44B |
| State or municipal government entities | 151 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — A PERCENTAGE OF ASSETS ON WHICH WE CONSULT
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 737 | 724 | decreased by13 |
| Apr 1, 2026 | Custody | Yes | No | |
| Apr 1, 2026 | Clients | 741 | 737 | decreased by4 |
| Apr 1, 2026 | AUM | $37,782,945,852 | $41,940,517,968 | increased by$4,157,572,116 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 189 | 202 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 616 | 741 | increased by125 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $18,168,483,107 | $37,782,945,852 | increased by$19,614,462,745 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 13 | 25 | increased by12 |
| Apr 1, 2022 | Employees | 198 | 189 | decreased by9 |
| Apr 1, 2022 | Clients | 595 | 616 | increased by21 |
| Apr 1, 2022 | AUM | $15,180,519,440 | $18,168,483,107 | increased by$2,987,963,667 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CALLAN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CALLAN” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.