CALLAN CAPITAL, LLC
CRD #142527 SEC #801-67379 LA JOLLA, CA 858-551-3800
SEC Registered
Total AUM
$2.3B
Discretionary
$2.3B
Employees
21
Clients
51
Accounts
1,386
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.3B | $2.3B | $0 | 21 | 1 |
| Feb 2025 | $1.9B | $1.9B | $0 | 18 | 5 |
| Feb 2025 | $1.9B | $1.9B | $0 | 18 | 5 |
| Nov 2024 | $1.9B | $1.9B | $0 | 18 | 5 |
| Aug 2024 | $1.9B | $1.9B | $0 | 18 | 5 |
| Jul 2024 | $1.9B | $1.9B | $0 | 18 | 5 |
| Mar 2024 | $1.9B | $1.9B | $0 | 18 | 5 |
| Feb 2024 | $1.9B | $1.9B | $0 | 18 | 5 |
| Jan 2024 | $1.5B | $1.5B | $0 | 16 | 0 |
| Nov 2023 | $1.5B | $1.5B | $0 | 16 | 0 |
| Nov 2023 | $1.5B | $1.5B | $0 | 16 | 0 |
| Nov 2023 | $1.5B | $1.5B | $0 | 16 | 0 |
| Mar 2023 | $1.5B | $1.5B | $0 | 16 | 0 |
| Nov 2022 | $1.5B | $1.5B | $0 | 13 | 0 |
| Oct 2022 | $1.5B | $1.5B | $0 | 13 | 0 |
| Oct 2022 | $1.5B | $1.5B | $0 | 13 | 0 |
| Oct 2022 | $1.5B | $1.5B | $0 | 13 | 0 |
| Sep 2022 | $1.5B | $1.5B | $0 | 13 | 0 |
| Sep 2022 | $1.5B | $1.5B | $0 | 13 | 0 |
| Jul 2022 | $1.5B | $1.5B | $0 | 13 | 0 |
| Apr 2022 | $1.5B | $1.5B | $0 | 13 | 0 |
| Apr 2022 | $1.5B | $1.5B | $0 | 13 | 0 |
| Mar 2022 | $1.5B | $1.5B | $0 | 13 | 0 |
| Feb 2022 | $1.1B | $1.1B | $0 | 12 | 0 |
| Sep 2021 | $1.1B | $1.1B | $0 | 12 | 0 |
| Aug 2021 | $1.1B | $1.1B | $0 | 12 | 0 |
| May 2021 | $1.1B | $1.1B | $0 | 12 | 0 |
| May 2021 | $1.1B | $1.1B | $0 | 12 | 0 |
| Mar 2021 | $1.1B | $1.1B | $0 | 12 | 0 |
| Nov 2020 | $901.8M | $901.8M | $0 | 10 | 0 |
| Oct 2020 | $901.8M | $901.8M | $0 | 10 | 0 |
| Mar 2020 | $901.8M | $901.8M | $0 | 10 | 0 |
| Mar 2019 | $825.4M | $825.4M | $0 | 10 | 0 |
| Nov 2018 | $854M | $854M | $0 | 10 | 0 |
| Sep 2018 | $854M | $854M | $0 | 10 | 0 |
| Mar 2018 | $854M | $854M | $0 | 10 | 0 |
| Mar 2017 | $705.1M | $676.3M | $28.8M | 9 | 200 |
| Jan 2017 | $723.5M | $723.5M | $0 | 9 | 200 |
| Jun 2016 | $723.5M | $723.5M | $0 | 9 | 200 |
| May 2016 | $723.5M | $723.5M | $0 | 9 | 200 |
| Mar 2016 | $723.5M | $723.5M | $0 | 9 | 200 |
| Mar 2015 | $704.9M | $704.9M | $0 | 9 | 100 |
| Oct 2014 | $586.3M | $586.3M | $0 | 6 | 100 |
| Sep 2014 | $586.3M | $586.3M | $0 | 6 | 100 |
| Sep 2014 | $586.3M | $586.3M | $0 | 6 | 100 |
| Apr 2014 | $586.3M | $586.3M | $0 | 6 | 100 |
| Apr 2014 | $586.3M | $586.3M | $0 | 6 | 100 |
| Apr 2014 | $586.3M | $586.3M | $0 | 6 | 100 |
| Mar 2014 | $586.3M | $586.3M | $0 | 6 | 100 |
| Oct 2013 | $411.5M | $411.5M | $0 | 6 | 26 |
| Mar 2013 | $411.5M | $411.5M | $0 | 6 | 26 |
| Mar 2012 | $292.3M | $292.3M | $0 | 1 | 26 |
| Mar 2010 | $205.8M | $151.3M | $54.5M | 5 | -- |
| Jun 2009 | $127.7M | $127.7M | $0 | 5 | -- |
| Mar 2009 | $127.7M | $127.7M | $0 | 5 | -- |
| Jan 2008 | $130M | $130M | $0 | 5 | -- |
| Mar 2007 | $62M | $62M | $0 | 5 | -- |
| Jan 2007 | $0 | $0 | $0 | 5 | -- |
| Nov 2006 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees21
Clients1
DateFeb 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees18
Clients5
DateFeb 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees18
Clients5
DateNov 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees18
Clients5
DateAug 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees18
Clients5
DateJul 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees18
Clients5
DateMar 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees18
Clients5
DateFeb 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees18
Clients5
DateJan 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees16
Clients0
DateNov 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees16
Clients0
DateNov 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees16
Clients0
DateNov 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees16
Clients0
DateMar 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees16
Clients0
DateNov 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees13
Clients0
DateOct 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees13
Clients0
DateOct 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees13
Clients0
DateOct 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees13
Clients0
DateSep 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees13
Clients0
DateSep 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees13
Clients0
DateJul 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees13
Clients0
DateApr 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees13
Clients0
DateApr 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees13
Clients0
DateMar 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees13
Clients0
DateFeb 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients0
DateSep 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients0
DateAug 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients0
DateMay 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients0
DateMay 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients0
DateNov 2020
Total AUM$901.8M
Discretionary$901.8M
Non-Disc.$0
Employees10
Clients0
DateOct 2020
Total AUM$901.8M
Discretionary$901.8M
Non-Disc.$0
Employees10
Clients0
DateMar 2020
Total AUM$901.8M
Discretionary$901.8M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$825.4M
Discretionary$825.4M
Non-Disc.$0
Employees10
Clients0
DateNov 2018
Total AUM$854M
Discretionary$854M
Non-Disc.$0
Employees10
Clients0
DateSep 2018
Total AUM$854M
Discretionary$854M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$854M
Discretionary$854M
Non-Disc.$0
Employees10
Clients0
DateMar 2017
Total AUM$705.1M
Discretionary$676.3M
Non-Disc.$28.8M
Employees9
Clients200
DateJan 2017
Total AUM$723.5M
Discretionary$723.5M
Non-Disc.$0
Employees9
Clients200
DateJun 2016
Total AUM$723.5M
Discretionary$723.5M
Non-Disc.$0
Employees9
Clients200
DateMay 2016
Total AUM$723.5M
Discretionary$723.5M
Non-Disc.$0
Employees9
Clients200
DateMar 2016
Total AUM$723.5M
Discretionary$723.5M
Non-Disc.$0
Employees9
Clients200
DateMar 2015
Total AUM$704.9M
Discretionary$704.9M
Non-Disc.$0
Employees9
Clients100
DateOct 2014
Total AUM$586.3M
Discretionary$586.3M
Non-Disc.$0
Employees6
Clients100
DateSep 2014
Total AUM$586.3M
Discretionary$586.3M
Non-Disc.$0
Employees6
Clients100
DateSep 2014
Total AUM$586.3M
Discretionary$586.3M
Non-Disc.$0
Employees6
Clients100
DateApr 2014
Total AUM$586.3M
Discretionary$586.3M
Non-Disc.$0
Employees6
Clients100
DateApr 2014
Total AUM$586.3M
Discretionary$586.3M
Non-Disc.$0
Employees6
Clients100
DateApr 2014
Total AUM$586.3M
Discretionary$586.3M
Non-Disc.$0
Employees6
Clients100
DateMar 2014
Total AUM$586.3M
Discretionary$586.3M
Non-Disc.$0
Employees6
Clients100
DateOct 2013
Total AUM$411.5M
Discretionary$411.5M
Non-Disc.$0
Employees6
Clients26
DateMar 2013
Total AUM$411.5M
Discretionary$411.5M
Non-Disc.$0
Employees6
Clients26
DateMar 2012
Total AUM$292.3M
Discretionary$292.3M
Non-Disc.$0
Employees1
Clients26
DateMar 2010
Total AUM$205.8M
Discretionary$151.3M
Non-Disc.$54.5M
Employees5
Clients--
DateJun 2009
Total AUM$127.7M
Discretionary$127.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$127.7M
Discretionary$127.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateNov 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--