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Ronald Peyton

Executive Chairman & Director (elected Manager) at Callan

No current adviser or broker registrationSEC record checked 17 October 2026

1
Past adviser firms
3
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Ronald Peyton is Executive Chairman & Director (elected Manager) of Callan LLC, a San Francisco investment adviser managing $41.9B. Ronald Peyton has past investment-adviser registrations through 1 firm and has passed the Series 000, Series 1 and Series 40.

Role at Callan

Title on Schedule A
Executive Chairman & Director (elected Manager)
Control
Ronald Peyton is a control person of Callan.
Ownership
An individual ownership band is not available in the source record.
Tenure
Ronald Peyton has held the filed role since September 2017.

The firm

Callan LLC
San Francisco, CA

Form ADV filed 24 March 2026

$41.9B AUM737 clients164 advisers6 offices

Career on record

Firms and exams, newest first
  1. – · 36 years
    San Francisco, CA · Adviser representative · Firm CRD 107687
  2. Passed Series 40 · 1975
  3. Passed Series 000 and Series 1 · 1974

Registrations and exams

No current adviser or broker registration. Ronald Peyton has passed 3 qualifying exams.

Examinations

Series 403 September 1975
Name
Registered Principal Examination
Series 0007 August 1974
Name
General Securities Principal Examination
Series 17 August 1974
Name
Registered Representative Examination

Individual record

Full name
Ronald Douglas Peyton
CRD
362048
Registration status
No current adviser or broker registration
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

Ron Peyton is executive chairman of Callan and chairs its board. He joined Callan in 1974 and served as CEO through 2017. Callan biography

Education

Common questions

Where does Ronald Peyton work?

Ronald Peyton has been Executive Chairman & Director (elected Manager) of Callan LLC since September 2017, and is a control person of the firm.

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

Does Ronald Peyton have a current investment-adviser registration?

Ronald Peyton has no current investment-adviser or broker registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Ronald Peyton passed?

Ronald Peyton has passed 3 licensing exams: the Series 000, Series 1 and Series 40. The earliest, the Series 000, was passed in August 1974.

Source: IAPD individual record, checked 17 October 2026

Where was Ronald Peyton previously registered as an investment adviser?

Ronald Peyton has past investment-adviser registrations through Callan, January 1990 to October 2025, across 1 firm.

Source: IAPD individual record, checked 17 October 2026

Leadership at Callan

Sources

  1. IAPD individual record, CRD 362048. Registration status, employment history and examinations.
  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 Ronald Peyton or Callan LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.