{"url":"https://nivawealth.com/firms/callan-107687","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/107687","regulatoryAum":41940517968,"crd":"107687","secFileNumber":"801-9219","legalName":"Callan LLC","displayName":"Callan","website":"https://www.callan.com/","linkedinUrl":"https://www.linkedin.com/company/callan/","founded":null,"organization":"California limited liability company","fiscalYearEnd":"December","headquarters":{"street":"One Bush Street, Suite 700","city":"San Francisco","state":"CA","stateName":"California","country":"United States","postalCode":"94104"},"tradeNames":["Callan Associates LLC"],"registration":{"secApproved":"16 April 1973","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":202,"advisory":164,"brokerDealerReps":0,"insuranceAgents":0,"promoters":1},"aum":{"discretionary":41940517968,"discretionaryAccounts":25,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":712},"clientTypes":[{"label":"Pooled investment vehicles","clients":4,"regulatoryAum":8693788750},{"label":"Pension and profit-sharing plans","clients":250,"regulatoryAum":32436217178},{"label":"Charitable organizations","clients":51,"regulatoryAum":464474366},{"label":"State or municipal government entities","clients":151,"regulatoryAum":0},{"label":"Other investment advisers","clients":20,"regulatoryAum":0},{"label":"Corporations and other businesses","clients":248,"regulatoryAum":346037674},{"label":"Other","clients":13,"regulatoryAum":0}],"fees":[],"feeNotes":[],"custodians":[],"custodyNote":"Callan does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"James Callahan","title":"President & Director (elected Manager)","crd":"2292060"},{"name":"Shalaka Kachare","title":"SVP & Chief Financial Officer","crd":"7336284"},{"name":"Jennifer Gallo","title":"General Counsel and Chief Compliance Officer","crd":"7336286"},{"name":"Gregory Allen","title":"CEO & Chief Research Officer, & Director (elected Manager)","crd":"5268058"},{"name":"Ronald Peyton","title":"Executive Chairman & Director (elected Manager)","crd":"362048"},{"name":"Inga Sweet","title":"EVP, COO & Director (elected Manager)","crd":"6767230"}],"ownership":[{"label":"Callan Holdings Inc.","detail":"Member in the 75% or more ownership band and a control person, since March 2021. Also a member of Callan Holdings Inc. in the 75% or more band, since March 2021."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":5,"privateResidences":0},"listedOfficeAddresses":6,"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"One Bush Street, Suite 700","city":"San Francisco","headquarters":true}]},{"state":"Colorado","offices":1,"addresses":[{"street":"1900 16th Street","city":"Denver"}]},{"state":"Georgia","offices":1,"addresses":[{"street":"3284 Northside Parkway NW","city":"Atlanta"}]},{"state":"Illinois","offices":1,"addresses":[{"street":"120 N. La Salle Street","city":"Chicago"}]},{"state":"New Jersey","offices":1,"addresses":[{"street":"1 Deforest Avenue","city":"Summit"}]},{"state":"Oregon","offices":1,"addresses":[{"street":"1211 S.W. Fifth Avenue","city":"Portland"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"415-974-5060","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)","Other"],"activities":["Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)","Other"],"financialPlanningClients":null,"assetMix":[{"label":"Other","percent":100,"detail":"The Raum Referenced in Item 5.d (G)-(H) Relate to Foundations and Pension/Profit Sharing Plans for Which We Provide Discretionary Consulting."}],"privateFunds":0},"sources":{"adv1FilingDate":"24 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/107687/PDF/107687.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Callan have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Callan offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Callan have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Callan invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Callan?","answer":"Callan’s direct owner is Callan Holdings Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Callan get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}