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Callan Capital, LLC

CRD 142527SEC# 801-67379La Jolla, CA
Export (members)
No longer SEC-registered. Callan Capital, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$2.33B
Employees
21
Accounts
1,386
Location
La Jolla, CA

Callan Capital, LLC assets under management

Callan Capital, LLC is a registered investment adviser overseen by the SEC based in La Jolla, CA. It reports $2.3 billion in regulatory assets under management and employs 21 people.

Callan Capital, LLC owners & executives

5 reported
NameTitleOwnershipSince
Kaitlin C CoryellChief Compliance OfficerUnder 5%2023
Robert Scott Mikulski ControlChief Operating OfficerUnder 5%2022
Ryan James Callan ControlManaging Partner/Chief Executivie Officer10-25%2007
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Frequently asked questions

How much does Callan Capital, LLC manage?

Callan Capital, LLC reports $2.3 billion in regulatory assets under management on its Form ADV.

How many employees does Callan Capital, LLC have?

Callan Capital, LLC reports 21 employees.

Where is Callan Capital, LLC located?

Callan Capital, LLC is based in La Jolla, CA.

Does Callan Capital, LLC disclose fund performance?

Callan Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1250 Prospect Street, Suite 01, La Jolla, CA 92037
Office hours7:30 a.m. To 3:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$2.33B
Non-discretionary$0
Total (RAUM)$2.33B