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CALLAN CAPITAL, LLC

LA JOLLA, CA · CRD 142527 · IAPD ↗ · 858-551-3800

$2.33BRegulatory AUM
8Advisory reps
21Employees
1Clients
51-100Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
June 2025 — CALLAN CAPITAL, LLC (LA JOLLA, CA) left the SEC roster (was $2.33B RAUM, 8 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
55
April 2025 — CALLAN CAPITAL, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
March 2025 — CALLAN CAPITAL, LLC notice-filed in MD, MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
December 2024 — CALLAN CAPITAL, LLC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
September 2024 — CALLAN CAPITAL, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — CALLAN CAPITAL, LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
March 2024 — CALLAN CAPITAL, LLC reported RAUM up 28% ($1.48B -> $1.88B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
February 2024 — CALLAN CAPITAL, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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