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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 30, 2026, reported AUM increased 53.1%, from $6.7B to $10.2B.
Across 5 reported observations, AUM increased 2277.6% between July 20, 2022 and March 30, 2026, from $429.4M to $10.2B.
Of the latest reported AUM, 90.1% is discretionary and 9.9% is non-discretionary.
The firm reports 15 advisory representatives and 193 clients, or 12.9 clients per representative. That equates to $52.9M in reported AUM per client.
The profile lists 2 reported office locations and 4 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Callan Family Office, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DOUGLAS W EVANS
Chief Investment Officer, Chief Investment Officer; Founding Partner, Founding Partner
- CRD
- --
- Ownership
- Less than 5%
JOHN ASHTON GINTER
Chief Compliance Officer, Chief Executive Officer, Chief Executive Officer; Founding Partner, 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
- --
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
SMA allocation detail is available
Callan Family Office, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Callan Family Office, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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