CALLAN CAPITAL, LLC

CRD #142527 SEC #801-67379 LA JOLLA, CA 858-551-3800

SEC Registered

Total AUM

$2.3B

Discretionary

$2.3B

Employees

Clients

Accounts

1,386

Firm Details

Organization Type: Limited Liability Company
State of Formation: California
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 18, 2025
Branch Offices: 2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
CORYELL, KAITLIN, C	I	CHIEF COMPLIANCE OFFICER	NA
CORYELL, KAITLIN, C	I	CHIEF COMPLIANCE OFFICER	NA
CORYELL, KAITLIN, C	I	CHIEF COMPLIANCE OFFICER	NA
CORYELL, KAITLIN, C	I	CHIEF COMPLIANCE OFFICER	NA
CORYELL, KAITLIN, C	I	CHIEF COMPLIANCE OFFICER	NA
CORYELL, KAITLIN, C	I	CHIEF COMPLIANCE OFFICER	NA
CORYELL, KAITLIN, C	I	CHIEF COMPLIANCE OFFICER	NA
CORYELL, KAITLIN, C	I	CHIEF COMPLIANCE OFFICER	NA
CORYELL, KAITLIN, C	I	CHIEF COMPLIANCE OFFICER	NA
CORYELL, KAITLIN, C	I	CHIEF COMPLIANCE OFFICER	NA
CORYELL, KAITLIN, C	I	CHIEF COMPLIANCE OFFICER	NA
CORYELL, KAITLIN, C	I	CHIEF COMPLIANCE OFFICER	NA
CORYELL, KAITLIN, C	I	CHIEF COMPLIANCE OFFICER	NA
MIKULSKI, ROBERT, SCOTT	I	CHIEF OPERATING OFFICER	NA	Control
MIKULSKI, ROBERT, SCOTT	I	CHIEF OPERATING OFFICER	NA	Control
MIKULSKI, ROBERT, SCOTT	I	CHIEF OPERATING OFFICER	NA	Control
MIKULSKI, ROBERT, SCOTT	I	CHIEF OPERATING OFFICER	NA	Control
MIKULSKI, ROBERT, SCOTT	I	CHIEF OPERATING OFFICER	NA	Control
MIKULSKI, ROBERT, SCOTT	I	CHIEF OPERATING OFFICER	NA	Control
MIKULSKI, ROBERT, SCOTT	I	CHIEF OPERATING OFFICER	NA	Control
MIKULSKI, ROBERT, SCOTT	I	CHIEF OPERATING OFFICER	NA	Control
MIKULSKI, ROBERT, SCOTT	I	CHIEF OPERATING OFFICER	NA	Control
MIKULSKI, ROBERT, SCOTT	I	CHIEF OPERATING OFFICER	NA	Control
MIKULSKI, ROBERT, SCOTT	I	CHIEF OPERATING OFFICER	NA	Control
MIKULSKI, ROBERT, SCOTT	I	CHIEF OPERATING OFFICER	NA	Control
MIKULSKI, ROBERT, SCOTT	I	CHIEF OPERATING OFFICER	NA	Control
MIKULSKI, ROBERT, SCOTT	I	CHIEF OPERATING OFFICER	NA	Control
MIKULSKI, ROBERT, SCOTT	I	CHIEF OPERATING OFFICER	NA	Control
BERNSTEIN, DANIEL, ADAM	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	E	Control
CALLAN, TREVOR, MICHAEL	I	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	D	Control
CALLAN, TREVOR, MICHAEL	I	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	D	Control
CALLAN, TREVOR, MICHAEL	I	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	D	Control
CALLAN, TREVOR, MICHAEL	I	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	D	Control
CALLAN, TREVOR, MICHAEL	I	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	D	Control
CALLAN, TREVOR, MICHAEL	I	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	D	Control
CALLAN, TREVOR, MICHAEL	I	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	D	Control
CALLAN, TREVOR, MICHAEL	I	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	D	Control
CALLAN, TREVOR, MICHAEL	I	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	D	Control
CALLAN, TREVOR, MICHAEL	I	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	D	Control
CALLAN, TREVOR, MICHAEL	I	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	D	Control
CALLAN, TREVOR, MICHAEL	I	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	D	Control
CALLAN, TREVOR, MICHAEL	I	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	D	Control
CALLAN, TREVOR, MICHAEL	I	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	D	Control
CALLAN, TREVOR, MICHAEL	I	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	D	Control
CALLAN, TREVOR, MICHAEL	I	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	D	Control
CALLAN, TREVOR, MICHAEL	I	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER/ CHIEF EXECUTIVE OFFICER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER/ CHIEF EXECUTIVE OFFICER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TREVOR, MICHAEL	I	MANAGING PARTNER	D	Control
CALLAN, TIMOTHY, SMITH	I	MANAGING PARTNER/ CHIEF FINANCIAL OFFICER	C	Control
CALLAN, TIMOTHY, SMITH	I	MANAGING PARTNER/ CHIEF FINANCIAL OFFICER/CHIEF INVESTMENT OFFICER	C	Control
CALLAN, TIMOTHY, SMITH	I	MANAGING PARTNER/ CHIEF FINANCIAL OFFICER	C	Control
CALLAN, TIMOTHY, SMITH	I	MANAGING PARTNER/ CHIEF FINANCIAL OFFICER/CHIEF INVESTMENT OFFICER	C	Control
CALLAN, TIMOTHY, SMITH	I	MANAGING PARTNER/ CHIEF FINANCIAL OFFICER/CHIEF INVESTMENT OFFICER	C	Control
CALLAN, TIMOTHY, SMITH	I	MANAGING PARTNER/ CHIEF FINANCIAL OFFICER/CHIEF INVESTMENT OFFICER	C	Control
CALLAN, TIMOTHY, SMITH	I	MANAGING PARTNER/ CHIEF FINANCIAL OFFICER/CHIEF INVESTMENT OFFICER	C	Control
CALLAN, TIMOTHY, SMITH	I	MANAGING PARTNER/ CHIEF FINANCIAL OFFICER/CHIEF INVESTMENT OFFICER	C	Control
CALLAN, TIMOTHY, SMITH	I	MANAGING PARTNER/ CHIEF FINANCIAL OFFICER/CHIEF INVESTMENT OFFICER	C	Control
CALLAN, TIMOTHY, SMITH	I	MANAGING PARTNER/ CHIEF FINANCIAL OFFICER/CHIEF INVESTMENT OFFICER	C	Control
CALLAN, TIMOTHY, SMITH	I	MANAGING PARTNER/ CHIEF FINANCIAL OFFICER/CHIEF INVESTMENT OFFICER	C	Control
CALLAN, TIMOTHY, SMITH	I	MANAGING PARTNER/ CHIEF FINANCIAL OFFICER/CHIEF INVESTMENT OFFICER	C	Control
CALLAN, TIMOTHY, SMITH	I	MANAGING PARTNER/ CHIEF FINANCIAL OFFICER/CHIEF INVESTMENT OFFICER	C	Control
CALLAN, TIMOTHY, SMITH	I	MANAGING PARTNER/ CHIEF FINANCIAL OFFICER/CHIEF INVESTMENT OFFICER	C	Control
CALLAN, TIMOTHY, SMITH	I	MANAGING PARTNER/ CHIEF FINANCIAL OFFICER/CHIEF INVESTMENT OFFICER	C	Control
CALLAN, RYAN, JAMES	I	CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER/CHIEF EXECUTIVIE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER/CHIEF EXECUTIVIE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER/CHIEF EXECUTIVIE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER/CHIEF EXECUTIVIE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER/CHIEF EXECUTIVIE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER/CHIEF EXECUTIVIE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER/CHIEF EXECUTIVIE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER/CHIEF EXECUTIVIE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER/CHIEF EXECUTIVIE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER/CHIEF EXECUTIVIE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER/CHIEF EXECUTIVIE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER/CHIEF EXECUTIVIE OFFICER	B	Control
CALLAN, RYAN, JAMES	I	MANAGING PARTNER/CHIEF EXECUTIVIE OFFICER	B	Control
CALLAN, TIM, SMITH	I	PRESIDENT	B	Control
CALLAN, TIM, SMITH	I	PRESIDENT	B	Control
CALLAN, TIM, SMITH	I	PRESIDENT	B	Control
CALLAN, TIM, SMITH	I	PRESIDENT	B	Control
CALLAN, TIM, SMITH	I	PRESIDENT	B	Control
CALLAN, TIM, SMITH	I	PRESIDENT	B	Control
CALLAN, TIM, SMITH	I	PRESIDENT	B	Control
CALLAN, TIM, SMITH	I	PRESIDENT	B	Control
CALLAN, TIM, SMITH	I	PRESIDENT	B	Control
CALLAN, TIM, SMITH	I	PRESIDENT	B	Control
CALLAN, TIM, SMITH	I	PRESIDENT	B	Control
CALLAN, TIM, SMITH	I	PRESIDENT	B	Control
CALLAN, TIM, SMITH	I	PRESIDENT	B	Control
CALLAN, TIM, SMITH	I	PRESIDENT	B	Control
CALLAN, TIM, SMITH	I	PRESIDENT	B	Control
CALLAN, TIM, SMITH	I	PRESIDENT	B	Control
CALLAN, TIM, SMITH	I	PRESIDENT	B	Control
CALLAN, TIM, SMITH	I	MANAGING PARTNER	B	Control
CALLAN, TIM, SMITH	I	MANAGING PARTNER	B	Control
CALLAN, TIM, SMITH	I	MANAGING PARTNER	B	Control
CALLAN, TIM, SMITH	I	MANAGING PARTNER	B	Control
CALLAN, TIM, SMITH	I	MANAGING PARTNER	B	Control
CALLAN, TIM, SMITH	I	MANAGING PARTNER	B	Control
CALLAN, TIM, SMITH	I	MANAGING PARTNER	B	Control
CALLAN, TIM, SMITH	I	MANAGING PARTNER	B	Control
CALLAN, TIM, SMITH	I	MANAGING PARTNER	B	Control
CALLAN, TIM, SMITH	I	MANAGING PARTNER	B	Control
CALLAN, TIM, SMITH	I	MANAGING PARTNER	B	Control
CALLAN, TIM, SMITH	I	MANAGING PARTNER	B	Control
CALLAN, TIM, SMITH	I	MANAGING PARTNER	B	Control
CALLAN, TIM, SMITH	I	MANAGING PARTNER	B	Control
CALLAN, TIM, SMITH	I	MANAGING PARTNER	B	Control
CALLAN, TIM, SMITH	I	MANAGING PARTNER	B	Control
CALLAN, TIM, SMITH	I	MANAGING PARTNER	B	Control
CALLAN, TIM, SMITH	I	MANAGING PARTNER	B	Control
CALLAN, TIM, SMITH	I	MANAGING PARTNER	B	Control
CALLAN, TIM, SMITH	I	MANAGING PARTNER	B	Control
CALLAN, TIM, SMITH	I	MANAGING PARTNER	B	Control
CALLAN, TIM, SMITH	I	MANAGING PARTNER	B	Control
CALLAN, TIM, SMITH	I	MANAGING PARTNER	B	Control
CALLAN, TIM, SMITH	I	MANAGING PARTNER	B	Control
CALLAN, TIM, SMITH	I	MANAGING PARTNER	B	Control
CALLAN, TIM, SMITH	I	MANAGING PARTNER	B	Control

Registrations

Federal

Mar 18, 2025 REGISTERED

Notice Filings (21)

AZ CA CO DC FL HI IL LA MA MD MI MO NM NV NY OK TN TX UT VA WA

Address

1250 PROSPECT STREET
SUITE 01
LA JOLLA, CA 92037
United States

Phone: 858-551-3800