# Callan Family Office, LLC

> Callan Family Office, LLC is an SEC-registered investment advisory firm in Radnor, PA, registered since 2022, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 317446
- Filed as: CALLAN FAMILY OFFICE, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Radnor, PA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317446
- AdvisorCensus page: https://advisorcensus.com/firm/callan-family-office-llc-radnor-pa-317446

## Quick answers

**How is Callan Family Office, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Callan Family Office, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Callan Family Office, LLC located?**
Callan Family Office, LLC's principal office is in Radnor, PA, according to its Form ADV; the April 2026 filing also lists 9 other offices (Schedule D, Section 1.F).

**Is Callan Family Office, LLC registered with the SEC or a state?**
Callan Family Office, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 317446.

**How much does Callan Family Office, LLC manage?**
Callan Family Office, LLC reports $10,208,823,032 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (90% discretionary).

**How have Callan Family Office, LLC's assets and staff changed since 2022?**
In the Form ADV data for Callan Family Office, LLC: Regulatory assets under management: $429,383,635 in the October 2022 data and $10,208,823,032 in the October 2026 data, up 2278%. Total employees: 26 in October 2022 and 49 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Callan Family Office, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (170); charitable organizations (12); other investment advisers (7).

**Which custodians does Callan Family Office, LLC use?**
Callan Family Office, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Callan Family Office, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/317446

**Does Callan Family Office, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "As a condition for starting and maintaining an investment management relationship, CFO imposes a minimum portfolio value of $50,000,000."

**What changed in Callan Family Office, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 14 to 15. Regulatory assets under management went from $6,669,553,323 to $10,208,823,032 (+53%). Changed its office addresses in Arlington, VA. Changed its office addresses in Jacksonville, FL. Added an office in Ada, MI. Added an office in Roseville, MN. Registered or notice-filed in MI.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: $50,000,000

> As a condition for starting and maintaining an investment management relationship, CFO imposes a minimum portfolio value of $50,000,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $10,208,823,032
- Discretionary: $9,193,147,161
- Non-discretionary: $1,015,675,871

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 170 | $7,139,505,358 |
| Charitable organizations | 12 | $1,010,924,368 |
| Other investment advisers | 7 | $2,053,809,839 |
| Corporations or other businesses not listed above | 1 | $4,583,467 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 49 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DE, FL, GA, MI, MN, NC, NJ, NV, PA, SC, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Ada, MI
- Arlington, VA
- Atlanta, GA
- Charlotte, NC
- Jacksonville, FL
- Raleigh, NC
- Roseville, MN
- West Palm Beach, FL
- Winston-Salem, NC

### Websites listed on Form ADV (Item 1.I)
- [callanfamilyoffice.com](https://callanfamilyoffice.com)
- LinkedIn @callan-family-office

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $429,383,635 | 26 | July 20, 2022 |
| October 2023 | $3,540,967,576 | 30 | March 30, 2023 |
| October 2024 | $4,767,784,116 | 38 | September 20, 2024 |
| October 2025 | $6,669,553,323 | 42 | March 28, 2025 |
| October 2026 | $10,208,823,032 | 49 | March 30, 2026 |

Regulatory assets under management: $429,383,635 in the October 2022 data and $10,208,823,032 in the October 2026 data, up 2278%.
Total employees: 26 in October 2022 and 49 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 14 to 15.
- Regulatory assets under management went from $6,669,553,323 to $10,208,823,032 (+53%).
- Changed its office addresses in Arlington, VA.
- Changed its office addresses in Jacksonville, FL.
- Added an office in Ada, MI.
- Added an office in Roseville, MN.
- Registered or notice-filed in MI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Callan Family Office, LLC (CRD 317446): Form ADV filing data as of October 2026.