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CALLAN

SAN FRANCISCO, CA · CRD 107687 · IAPD ↗ · callan.com · 415-974-5060

$41.94BRegulatory AUM
164Advisory reps
202Employees
712Clients
n/aPlanning clients
0Private funds
35States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

37
April 2026 — CALLAN notice-filed in DC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — CALLAN reported RAUM up 122% ($15.42B -> $34.23B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
71
April 2024 — CALLAN grew from 152 to 163 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.