CALLAN

Legal name: CALLAN LLC

CRD 107687File 801-9219

APPROVED

Filing as of Mar 24, 2026

Feed vintage Aug 17, 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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	737	724
Aug 12, 2026	Registration	—	APPROVED

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.