Callan Family Office, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Radnor, PA. Its latest Form ADV filing, dated March 30, 2026, reports $10.2B in regulatory assets under management, 49 employees, 14 offices, and 2,697 accounts.
Assets Under Management
$10.2B
Employees
49
Offices
14 offices
Total Clients
190
Primary office
RADNOR, PA
201 KING OF PRUSSIA ROAD, SUITE 650, RADNOR, PA, United States
Top client segmentHNWI represent 89.5% of total clients.
Top client categories% of clientsClients
1
HNWI
89.5%
170
2
Charitable
6.3%
12
3
Other Advisers
3.7%
7
4
Corporations
0.5%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$10.2Bas of March 30, 2026
Discretionary90.1%
$9.2B
90% of total RAUM90.1%
Non-discretionary9.9%
$1.0B
10% of total RAUM9.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$10.2B
Total Accounts2,697
10Y AUM Change+$10.2B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees49
Clients per Employee4:1
10Y Employee Change+48 (+4800.0%)
* 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.