Clients
Callan Family Office serves 190 clients, 170 of them high-net-worth individuals. The average client has about $54 million with the firm, and high-net-worth clients hold 70% of its $10.2 billion in assets.
- High-net-worth individuals170 clients70%
- Charitable organizations12 clients10%
- Other investment advisers7 clients20%
- Corporations and other businesses1 clients0%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 170 | $7,139,505,358 | 69.9% | $42.0M |
| Charitable organizations | 12 | $1,010,924,368 | 9.9% | $84.2M |
| Other investment advisers | 7 | $2,053,809,839 | 20.1% | $293.4M |
| Corporations and other businesses | 1 | $4,583,467 | 0.0% | $4.58M |
| Total | 190 | $10,208,823,032 | 100% | $53.7M |
- Clients
- 170
- Regulatory AUM
- $7,139,505,358
- Share
- 69.9%
- Avg. per client
- $42.0M
- Clients
- 12
- Regulatory AUM
- $1,010,924,368
- Share
- 9.9%
- Avg. per client
- $84.2M
- Clients
- 7
- Regulatory AUM
- $2,053,809,839
- Share
- 20.1%
- Avg. per client
- $293.4M
- Clients
- 1
- Regulatory AUM
- $4,583,467
- Share
- 0.0%
- Avg. per client
- $4.58M
Total
- Clients
- 190
- Regulatory AUM
- $10,208,823,032
- Share
- 100%
- Avg. per client
- $53.7M
What it does
Callan Family Office provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers and other activities. It is paid through a percentage of assets and fixed fees.
Callan Family Office provided financial planning to 11–25 clients last fiscal year and advises no private funds.
90.1% of assets ($9.19B across 2,473 accounts) are managed with discretion; $1.02B across 224 accounts are not. 0% of clients are outside the U.S., and 3 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks48%
- Funds25%
- Bonds10%
- State and local bonds7%
- U.S. government and agency bonds2%
- Investment grade corporate bonds1%
- Cash4%
- Other13%
- Lp interests13%
Custodians
Callan Family Office’s client accounts are held mainly at Charles Schwab, with 75% of managed assets. Callan Family Office has custody of $1.68B for 56 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $7.65B75%
- All other custodians$2.56B25%
Ownership and leadership
Callan Family Office is owned through holding companies by John Ginter, Douglas Evans, Britt Whitfield, Douglas Getty, John Magevney and 5 others. John Ginter is its CEO.
- Owns 5% to 10% of Callan Family Office, LLC
Plectrum, LLC
Control person · since February 2022
- Owns 75% or more of Plectrum, LLC
John Ginter
Control person · since February 2022
- Owns 5% to 10% of Callan Family Office, LLC
DCH Capital Management LLC
Control person · since September 2022
- Owns 75% or more of DCH Capital Management LLC
Douglas Evans
Control person · since June 2022
- Owns 5% to 10% of Callan Family Office, LLC
Blue Wolf Ventures, LLC
Control person · since May 2022
- Owns 75% or more of Blue Wolf Ventures, LLC
Britt Whitfield
Control person · since May 2022
- Owns 5% to 10% of Callan Family Office, LLC
Jcubed3 LLC
since March 2022
- Owns 75% or more of Jcubed3 LLC
Douglas Getty
Control person · since July 2022
- Owns 5% to 10% of Callan Family Office, LLC
Magevney Capital, LLC
Control person · since December 2022
- Owns 75% or more of Magevney Capital, LLC
John Magevney
Control person · since July 2022
- Owns 5% to 10% of Callan Family Office, LLC
Wtngrace Holdings, LLC
since March 2022
- Owns 75% or more of Wtngrace Holdings, LLC
Todd Neal
Control person · since June 2022
- Owns 5% to 10% of Callan Family Office, LLC
Laker Capital, LLC
since March 2022
- Owns 75% or more of Laker Capital, LLC
Michael Smolarski
Control person · since July 2022
- Owns 5% to 10% of Callan Family Office, LLC
Toxaway, LLC
Control person · since May 2022
- Owns 75% or more of Toxaway, LLC
Matthew Robertson
Control person · since May 2022
- Owns 5% to 10% of Callan Family Office, LLC
Wondra Investments LLC
since May 2022
- Owns 75% or more of Wondra Investments LLC
Charles Wondra
Control person · since May 2023
- Owns 5% to 10% of Callan Family Office, LLC
Tavyke Farms LLC
since June 2022
- Owns 75% or more of Tavyke Farms LLC
Todd Rabold
Control person · since May 2023
Leadership
- John GinterChief Compliance Officer and Chief Executive Officer
- Douglas EvansChief Investment Officer
Staff
- 49 employees
- 15 in advisory functions
Reported holdings
Callan Family Office’s reported 13F holdings total $5.11B across 1,226 positions, and the ten largest make up 25.3% of it.
- $5.11B
- Reported 13F value
- 1,226
- Positions
- 25.3%
- In the 10 largest
- +16.1%
- Value vs. prior quarter
- Nvidia Corporation3.9%
- Apple Inc.3.5%
- iShares TR · Core S&P500 ETF3.1%
- Microsoft Corp.2.5%
- Vanguard Index Fds · S&P 500 ETF Shs2.4%
- Alphabet Inc. · Cap Stk CL C2.3%
- Amazon Com Inc.2.1%
- iShares TR · Core MSCI Eafe2.1%
- Alphabet Inc. · Cap Stk CL A1.8%
- Broadcom Inc.1.6%
Together, the ten largest are 25.3% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $5.11B is not its $10.21B in regulatory assets and does not represent any individual client's portfolio.
Fees
Callan Family Office is paid through a percentage of assets under management and fixed fees (other than subscription fees).
Callan Family Office’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Callan Family Office has 14 offices (5 private residences, listed without an address), with 10 listed addresses across 7 states.
North Carolina · 3 listed addresses
- 6000 Fairview RD, Charlotte
- 4208 Six Forks Road, Raleigh
- 615 ST. George Square Court, Winston-Salem
Florida · 2 listed addresses
- 222 Lakeview Ave, West Palm Beach
- 1505 Dennis Street, Jacksonville
Georgia · 1 listed address
- 1000 Parkwood Circle Se, Atlanta
Michigan · 1 listed address
- 7125 Headley Street, Ada
Minnesota · 1 listed address
- 1915 Hwy 36 West, Roseville
Pennsylvania · 1 listed address
- 201 King of Prussia Road, Suite 650, RadnorHQ
Virginia · 1 listed address
- 2311 Wilson Boulevard, Arlington
Registration details
- Legal name
- Callan Family Office, LLC
- Headquarters
- 201 King of Prussia Road, Suite 650, Radnor, PA 19087
- Phone
- 877-506-7990
- Website
- www.callanfamilyoffice.com
- SEC file
- 801-122987
- Structure
- Delaware 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 Family Office have?
Callan Family Office has 190 clients and manages $10.2 billion for them, as of March 2026. They include 170 high-net-worth individuals, 12 charitable organizations and 7 other investment advisers.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Callan Family Office offer?
Callan Family Office provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Callan Family Office use?
Callan Family Office’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $7,646,568,964. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Callan Family Office have?
Callan Family Office has 0 investment adviser representatives registered with state securities authorities, out of 49 employees, and 15 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 Family Office invest in?
At the end of its last fiscal year, Callan Family Office’s separately managed accounts held 48% exchange-traded equities, 25% registered funds (mutual funds, ETFs, BDCs), 13% lp interests, 7% state and local bonds, 4% cash and equivalents, 2% U.S. government and agency bonds and 1% investment grade corporate bonds. 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 Family Office?
Callan Family Office is owned through holding companies by John Ginter, Douglas Evans, Britt Whitfield, Douglas Getty, John Magevney and 5 others. Its direct owners are Plectrum, LLC, DCH Capital Management LLC, Blue Wolf Ventures, LLC, Jcubed3 LLC, Magevney Capital, LLC, Wtngrace Holdings, LLC, Laker Capital, LLC, Toxaway, LLC, Wondra Investments LLC and Tavyke Farms LLC, each holding 10% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Callan Family Office get paid?
Callan Family Office is paid through a percentage of assets under management and fixed fees. 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