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Gregory Allen

CEO & Chief Research Officer, & Director (elected Manager) at Callan

Officer record from the firm’s Form ADVForm ADV filed 24 March 2026

Gregory Allen is CEO & Chief Research Officer, & Director (elected Manager) of Callan LLC, a San Francisco investment adviser.

Role at Callan

Title on Schedule A
CEO & Chief Research Officer, & Director (elected Manager)
Control
Gregory Allen is a control person of Callan.
Ownership
An individual ownership band is not available in the source record.
Tenure
Gregory Allen has held the filed role since April 2018.

The firm

Callan LLC
San Francisco, CA

Form ADV filed 24 March 2026

$41.9B AUM737 clients164 advisers6 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Gregory Allen is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Gregory Allen
CRD
5268058
Firm
Callan LLC
Record basis
Form ADV officer listing
Firm bio
callan.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Gregory C. Allen is Callan’s president, chief executive officer, and chief research officer. He joined Callan in 1988. Callan biography

Education

  • MS in applied economics and BA in economics, University of California, Santa Cruz.Callan biography

Common questions

Where does Gregory Allen work?

Gregory Allen has been CEO & Chief Research Officer, & Director (elected Manager) of Callan LLC since April 2018, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 24 March 2026

Leadership at Callan

Sources

  1. IAPD individual lookup, CRD 5268058. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Callan LLC, filed 24 March 2026. Title, control and ownership bands.
  3. Callan team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Gregory Allen or Callan LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.