Callan
Registered investment adviser · San Francisco, CA · CRD #107687
Form ADV data as of 2026-09-01Regulatory assets
$41.94 billion
Total accounts
25
Employees
202
Disclosure events
0
Firm details
- Website: https://www.callan.com/
- Telephone: 415-974-5060
- SEC file number: 801-9219
- Most recent Form ADV filing: 2026-03-24
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $41.94 billion |
| Non-discretionary regulatory assets under management | $0 |
| Total regulatory assets under management | $41.94 billion |
| Discretionary accounts | 25 |
| Non-discretionary accounts | 0 |
| Total accounts | 25 |
| Regulatory assets under management attributable to non-U.S. persons | $0 |
People
| Total employees (excluding clerical) | 202 |
| Employees performing investment advisory functions (including research) | 164 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 0 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 1 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| Client funds and securities held in the firm's custody | $0 |
| Clients for whom the firm has custody | 0 |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 0 |
How the firm is compensated
Advisory services offered
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Compensates a non-employee for client referrals
- Provides employee compensation specifically for obtaining clients
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Pooled investment vehicles (other than investment companies and BDCs) | 4 | $8.69 billion |
| Pension and profit sharing plans (not the participants or government plans) | 250 | $32.44 billion |
| Charitable organizations | 51 | $464.5 million |
| State or municipal government entities (including government pension plans) | 151 | $0 |
| Other investment advisers | 20 | $0 |
| Corporations or other businesses not listed above | 248 | $346.0 million |
| Other | 13 | $0 |