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CALLAN FAMILY OFFICE, LLC
CRD 317446File 801-122987
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$10.21B
Top 10% of cohort (national)
Discretionary AUM
$9.19B
Non-discretionary $1.02B
Clients
190
2,697 accounts
Employees
49
Top 10% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 3, 2022
- Principal office
- 201 KING OF PRUSSIA ROAD, SUITE 650, RADNOR, PA, 19087
- Phone
- (877) 506-7990
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $10.21B
- Discretionary AUM
- $9.19B
- Non-discretionary AUM
- $1.02B
- Discretionary accounts
- 2,473
- Non-discretionary accounts
- 224
- Total accounts
- 2,697
- AUM per client
- $53.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $4.6M |
| Charitable organizations | 12 | $1.01B |
| Other investment advisers | 7 | $2.05B |
| High net worth individuals | 170 | $7.14B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 |
|---|---|---|---|
| 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.