Callan Family Office, LLC
Radnor, PA·SEC-registered · CRD #317446
Callan Family Office, LLC is an SEC-registered investment advisory firm in Radnor, PA managing $10B across 2.9k client accounts, with 15 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$10B
Client accounts
2.9k
Advisory staff
15
Fee model
Fee-based
How Callan Family Office, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Callan Family Office, LLC
How much does Callan Family Office, LLC manage?
Per its most recent SEC Form ADV filing (03/30/2026), Callan Family Office, LLC reports $10B in regulatory assets under management across roughly 2.9k client accounts.
How does Callan Family Office, LLC charge?
Callan Family Office, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Callan Family Office, LLC a fiduciary?
Yes. Callan Family Office, LLC is registered with the U.S. Securities and Exchange Commission (CRD #317446), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Callan Family Office, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Callan Family Office, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Callan Family Office, LLC's public SEC Form ADV filing (CRD #317446, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Callan Family Office, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Callan Family Office, LLC? Claim this profile.