{"url":"https://nivawealth.com/firms/callan-family-office-317446","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/317446","regulatoryAum":10208823032,"crd":"317446","secFileNumber":"801-122987","legalName":"Callan Family Office, LLC","displayName":"Callan Family Office","website":"https://www.callanfamilyoffice.com","linkedinUrl":"https://www.linkedin.com/company/callan-family-office","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"201 King of Prussia Road, Suite 650","city":"Radnor","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"19087"},"tradeNames":[],"registration":{"secApproved":"3 January 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and a control person, since May 2023.","parent":"Wondra Investments LLC"},{"label":"Todd Rabold","detail":"Indirect owner: a sole manager of Tavyke Farms LLC in the 75% or more band and a control person, since May 2023.","parent":"Tavyke Farms LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":14,"privateResidences":5},"listedOfficeAddresses":10,"officesByState":[{"state":"Florida","offices":2,"addresses":[{"street":"222 Lakeview Ave","city":"West Palm Beach"},{"street":"1505 Dennis Street","city":"Jacksonville"}]},{"state":"Georgia","offices":1,"addresses":[{"street":"1000 Parkwood Circle Se","city":"Atlanta"}]},{"state":"Michigan","offices":1,"addresses":[{"street":"7125 Headley Street","city":"Ada"}]},{"state":"Minnesota","offices":1,"addresses":[{"street":"1915 Hwy 36 West","city":"Roseville"}]},{"state":"North Carolina","offices":3,"addresses":[{"street":"6000 Fairview RD","city":"Charlotte"},{"street":"4208 Six Forks Road","city":"Raleigh"},{"street":"615 ST. 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Callan Family Office offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Callan Family Office use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Callan Family Office have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Callan Family Office invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Callan Family Office?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Callan Family Office get paid?","answer":"Callan Family Office is paid through a percentage of assets under management and fixed fees. 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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."}