Clients
Callan serves 737 clients, 250 of them pension and profit-sharing plans. The average client has about $57 million with the firm.
- Pooled investment vehicles4 clients21%
- Pension and profit-sharing plans250 clients77%
- OtherCharitable organizations, Corporations and other businesses2%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 4 | $8,693,788,750 | 20.7% | $2.17B |
| Pension and profit-sharing plans | 250 | $32,436,217,178 | 77.3% | $129.7M |
| Charitable organizations | 51 | $464,474,366 | 1.1% | $9.11M |
| State or municipal government entities | 151 | $0 | 0.0% | $0 |
| Other investment advisers | 20 | $0 | 0.0% | $0 |
| Corporations and other businesses | 248 | $346,037,674 | 0.8% | $1.40M |
| Other | 13 | $0 | 0.0% | $0 |
| Total | 737 | $41,940,517,968 | 100% | $56.9M |
- Clients
- 4
- Regulatory AUM
- $8,693,788,750
- Share
- 20.7%
- Avg. per client
- $2.17B
- Clients
- 250
- Regulatory AUM
- $32,436,217,178
- Share
- 77.3%
- Avg. per client
- $129.7M
- Clients
- 51
- Regulatory AUM
- $464,474,366
- Share
- 1.1%
- Avg. per client
- $9.11M
- Clients
- 151
- Regulatory AUM
- $0
- Share
- 0.0%
- Avg. per client
- $0
- Clients
- 20
- Regulatory AUM
- $0
- Share
- 0.0%
- Avg. per client
- $0
- Clients
- 248
- Regulatory AUM
- $346,037,674
- Share
- 0.8%
- Avg. per client
- $1.40M
- Clients
- 13
- Regulatory AUM
- $0
- Share
- 0.0%
- Avg. per client
- $0
Total
- Clients
- 737
- Regulatory AUM
- $41,940,517,968
- Share
- 100%
- Avg. per client
- $56.9M
What it does
Callan provides portfolio management for institutions, pension consulting, selecting other managers and other activities. It is paid through a percentage of assets, hourly charges, fixed fees and other arrangements.
Callan advises no private funds.
100.0% of assets ($41.94B across 25 accounts) are managed with discretion. 0% of clients are outside the U.S., and 712 clients received advice without assets under management last fiscal year.
What the accounts hold
- Other100%
- The raum referenced in item 5.d (g)-(h) relate to foundations and pension/profit sharing plans for which we provide discretionary consulting.100%
Custodians
Callan does not have custody of client assets.
- All other custodians$41.94B100%
Ownership and leadership
Callan Holdings Inc. owns 75% or more of Callan.
- Owns 75% or more of Callan LLC
Callan Holdings Inc.
Control person · since March 2021
Leadership
- James CallahanPresident & Director (elected Manager)
- Shalaka KachareSVP & Chief Financial Officer
- Jennifer GalloGeneral Counsel and Chief Compliance Officer
- Gregory AllenCEO & Chief Research Officer, & Director (elected Manager)
- Ronald PeytonExecutive Chairman & Director (elected Manager)
- Inga SweetEVP, COO & Director (elected Manager)
Staff
- 202 employees
- 164 in advisory functions
- 1 soliciting firm
Fees
Callan is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and other.
Callan’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Callan has 5 offices, with 6 listed addresses across 6 states.
California · 1 listed address
- One Bush Street, Suite 700, San FranciscoHQ
Colorado · 1 listed address
- 1900 16th Street, Denver
Georgia · 1 listed address
- 3284 Northside Parkway NW, Atlanta
Illinois · 1 listed address
- 120 N. La Salle Street, Chicago
New Jersey · 1 listed address
- 1 Deforest Avenue, Summit
Oregon · 1 listed address
- 1211 S.W. Fifth Avenue, Portland
Other business names
Callan has reported 1 other business name to the SEC.
- Callan Associates LLC
Registration details
- Legal name
- Callan LLC
- Headquarters
- One Bush Street, Suite 700, San Francisco, CA 94104
- Phone
- 415-974-5060
- Website
- www.callan.com
- SEC file
- 801-9219
- Structure
- California LLC
- Fiscal year end
- December
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. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Callan have?
Callan has 737 clients and manages $41.9 billion for them, as of March 2026. They include 250 pension and profit-sharing plans, 248 corporations and other businesses and 151 state or municipal government entities.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does Callan offer?
Callan provides portfolio management for institutions, pension consulting, selecting other managers and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Callan have?
Callan has 0 investment adviser representatives registered with state securities authorities, out of 202 employees, and 164 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Callan invest in?
At the end of its last fiscal year, Callan’s separately managed accounts held 100% the raum referenced in item 5.d (g)-(h) relate to foundations and pension/profit sharing plans for which we provide discretionary consulting.. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Callan?
Callan’s direct owner is Callan Holdings Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does Callan get paid?
Callan is paid through a percentage of assets under management, hourly charges, fixed fees and other arrangements. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
