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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- North pioneerValue glacier +more
- Established Date
- 01-03-2022
- Office Locations
- 2
Office Locations
About Callan Family Office, LLC
Callan Family Office is an independent fiduciary wealth manager serving ultra-high-net-worth families, foundations, and endowments. The firm delivers open-architecture portfolio management and holistic planning across complex entity structures, focusing on after-tax, net-of-fee outcomes in public and private markets. Its proprietary Foundations 360 program and partnership with Callan LLC provide institutional research and access to private equity, private credit, and real assets managers.
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Owner & Executives
DOUGLAS W EVANS
Chief Investment Officer, Founding Partner
- CRD
- --
- Ownership
- Less than 5%
JOHN ASHTON GINTER
Chief Compliance Officer, Chief Executive Officer, FOUNDING PARTNER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Lennie Bell
Client Management & Founding Partner
- CRD
- --
Lennie Bell
Client Management & Founding Partner
- CRD
- --
Oak quantum
Harbor momentum atlas
- CRD
- #73435
Showing 2 of 23 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,193,147,161 | $3,717,407 |
| Non-Discretionary | $1,015,675,871 | $4,534,267 |
| Total | $10,208,823,032 | $3,785,251 |
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Separately Managed Accounts
Total SMA Asset: $10,208,823,032
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $645,013,075 | 11.8% |
| Public Funds | $672,344,138 | 12.3% |
| Other | $907,391,275 | 16.6% |
| Municipal Bonds | $661,411,713 | 12.1% |
| Cash | $1,011,249,313 | 18.5% |
| U.S. Government/Agency | $584,884,738 | 10.7% |
| Corporate - Investment Grade | $983,918,249 | 18.0% |
| Total | $5,466,212,501 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK VERTEX LEGACY | RIDGE ELEMENT | XEK47TXKT | FKEQ | 3.19% | $54,948,139 |
| LEGACY PATHWAY CREST | CAPITAL SUMMIT | P753C6PVJ | RMH | 3.69% | $30,015,912 |
| CAPITAL QUANTUM OPTIMA | EMBER ELEMENT | UPXMRFI9V | OFUK | 9.10% | $64,396,655 |
| OAK FRONTIER FOCUS | PATHWAY ATLAS | 77QBKF99F | IGCO | 6.54% | $7,438,592 |
| VECTOR VERTEX | WAVE SIGNAL | HSWVA92S5 | PTF | 11.66% | $98,130,313 |
| CATALYST SIGNAL UNISON | PRIME CAPITAL | QBRSFX302 | OGBV | 2.63% | $29,525,568 |
| ZENITH SIGNAL | VALUE SUMMIT | S83E6SFLO | DZQT | 8.64% | $11,973,251 |
| SUMMIT PRIME MATRIX | MATRIX VALUE | 35XVXVVW9 | CFE | 11.93% | $37,230,840 |