Wealth manager, independent · Radnor, PA
Callan Family Office, LLC
SEC-registered investment adviser · CRD 317446 · SEC 801-122987
At a glance
Callan Family Office, LLC is an SEC-registered investment adviser based in Radnor, Pennsylvania, with $10B in regulatory assets under management as of its Form ADV filed March 30, 2026. It reports 170 individual clients, 170 of them high-net-worth, holding an average of about $42 million each, and 49 employees. That ranks it 96th among the nation’s 5,657 independent wealth management RIAs and 4th of 260 in Pennsylvania. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 877-506-7990callanfamilyoffice.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $10B
- Rank among independent wealth managers
- #96 of 5,657
- Rank among all SEC RIAs
- #1,346 of 17,210
- Rank in Pennsylvania
- #4 of 260
- Individual clients
- 170
- High-net-worth clients
- 170
- Accounts
- 2,697
- Discretionary
- 90% of AUM
- Employees
- 49
- Advisory staff
- 15
- Offices
- 15
Owners and executives on its Form ADV
- John A. GinterChief Compliance Officer and Chief Executive Officer
- Douglas W EvansChief Investment Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Callan Family Office, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 170 | $7.1B | 70% |
| Other investment advisers | 7 | $2.1B | 20% |
| Charitable organizations | 12 | $1.0B | 10% |
| Corporations or other businesses | 1 | $5M | <1% |
Disciplinary disclosures
Callan Family Office, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗callanfamilyoffice.com ↗
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Pennsylvania
All of Pennsylvania →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Vanguard Advisers, Inc.Malvern | $345B | 791,495 |
| Mycio Wealth Partners, LLCPhiladelphia | $16B | 923 |
| Great Valley Advisor Group, LLCBerwyn | $11B | 36,836 |
| Wealthcare Advisory Partners LLCWest Chester | $8.3B | 10,696 |
| Confluence Financial PartnersMcMurray | $7.8B | 5,148 |
| Hbks Wealth AdvisorsErie | $7.7B | 7,344 |
Compare Callan Family Office, LLC with
- Callan Family Office, LLC vs Great Valley Advisor Group, LLC $11B · Berwyn, PA
- Callan Family Office, LLC vs Cary Street Partners $10B · Richmond, VA
- Callan Family Office, LLC vs Tocqueville Asset Management LP $10B · New York, NY
- Callan Family Office, LLC vs Foundations Investment Advisors LLC $10B · Phoenix, AZ
- Callan Family Office, LLC vs Openarc Corporate Advisory, LLC $10B · Atlanta, GA
Background
Questions
How much does Callan Family Office, LLC manage?
Callan Family Office, LLC reports $10B in regulatory assets under management across 2,697 accounts, 90% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
How many clients does Callan Family Office, LLC have?
It reports 170 individual clients: 170 high-net-worth individuals and 0 other individuals. Individuals account for about 70% of its regulatory assets.
Where is Callan Family Office, LLC headquartered?
Its main office is in Radnor, Pennsylvania. It reports 15 offices in total and 49 employees, 15 of whom perform investment advisory functions.
How does Callan Family Office, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Callan Family Office, LLC use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed March 30, 2026, it reports these amounts held: Charles Schwab ($7.6B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Callan Family Office, LLC a hybrid RIA with a broker-dealer?
Callan Family Office, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Callan Family Office, LLC a fiduciary?
As an SEC-registered investment adviser, Callan Family Office, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Callan Family Office, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →