SEC Form ADV

CALLAN FAMILY OFFICE, LLC

Firm profile: Callan Family Office — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserPA
$10.2B
Assets Under Management
2,697
Total Clients
49
Employees
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Registration Details

Accession
CRD-317446
Location
RADNOR, PA
Filing Date
March 30, 2026
AUM
$10.2B
Total Clients
2,697
Institutional Clients
12
Employees
49
Amendment
No

Client Types

HNW IndividualsCharitable OrganizationsOther AdvisersCorporations

About this Adviser

CALLAN FAMILY OFFICE, LLC is a registered investment adviser headquartered in RADNOR, PA, managing approximately $10.2B in assets across 2,697 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.