Callan Capital, LLC
CRD 142527SEC# 801-67379La Jolla, CA
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Kaitlin C Coryell | Chief Compliance Officer | Under 5% | 2023 |
| Robert Scott Mikulski Control | Chief Operating Officer | Under 5% | 2022 |
| Ryan James Callan Control | Managing Partner/Chief Executivie Officer | 10-25% | 2007 |
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Join to unlock · $37/moFrequently 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
| Address | 1250 Prospect Street, Suite 01, La Jolla, CA 92037 |
| Office hours | 7:30 a.m. To 3:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$2.33B▲ 24%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$2.33Bregulatory AUM
Discretionary $2.33B