SAN FRANCISCO, CACRD 107687Latest ADV March 24, 2026
Callan is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 24, 2026, reports $41.9B in regulatory assets under management, 202 employees, 5 offices, and 25 accounts.
Assets Under Management
$41.9B
Employees
202
Offices
5 offices
Total Clients
737
Primary office
SAN FRANCISCO, CA
ONE BUSH STREET, SUITE 700, SAN FRANCISCO, CA, United States
Top client segmentPension Plans represent 33.9% of total clients.
Top client categories% of clientsClients
1
Pension Plans
33.9%
250
2
Corporations
33.6%
248
3
Government
20.5%
151
4
Charitable
6.9%
51
5
Other Advisers
2.7%
20
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$41.9Bas of March 24, 2026
Discretionary100.0%
$41.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$41.9B
Total Accounts25
10Y AUM Change+$19.3B (+85.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees202
Clients per Employee4:1
10Y Employee Change+14 (+7.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.