CALLAN FAMILY OFFICE, LLC

CRD #317446 SEC #801-122987 RADNOR, PA (877) 506-7990

SEC Registered

Total AUM

$6.7B

Discretionary

$5.9B

Employees

Clients

Accounts

1,848

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 28, 2025
Branch Offices: 12

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BERNSTEIN, DANIEL, ADAM	I	CHIEF COMPLIANCE OFFICER	NA	Control
BERNSTEIN, DANIEL, ADAM	I	CHIEF COMPLIANCE OFFICER	NA	Control
EVANS, DOUGLAS, W	I	CHIEF INVESTMENT OFFICER	NA	Control
EVANS, DOUGLAS, W	I	MANAGING MEMBER AND CHIEF INVESTMENT OFFICER	NA	Control
EVANS, DOUGLAS, W	I	CHIEF INVESTMENT OFFICER	NA	Control
EVANS, DOUGLAS, W	I	CHIEF INVESTMENT OFFICER	NA	Control
EVANS, DOUGLAS, W	I	CHIEF INVESTMENT OFFICER	NA	Control
EVANS, DOUGLAS, W	I	CHIEF INVESTMENT OFFICER	NA	Control
EVANS, DOUGLAS, W	I	CHIEF INVESTMENT OFFICER	NA	Control
GINTER, JOHN, ASHTON	I	CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER	NA	Control
GINTER, JOHN, ASHTON	I	CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER	NA	Control
GINTER, JOHN, ASHTON	I	CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER	NA	Control
GINTER, JOHN, ASHTON	I	CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER	NA	Control
GINTER, JOHN, ASHTON	I	CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER	NA	Control
GINTER, JOHN, ASHTON	I	CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER	NA	Control
GINTER, JOHN, ASHTON	I	CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER	NA	Control
GINTER, JOHN, ASHTON	I	CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER	NA	Control
GINTER, JOHN, ASHTON	I	CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER	NA	Control
GINTER, JOHN, ASHTON	I	CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER	NA	Control
MAGEVNEY, JOHN	I	MANAGING MEMBER	NA	Control
MAGEVNEY, JOHN	I	MANAGING MEMBER	NA	Control
ROBERTSON, MATTHEW, HUGH	I	MANAGING MEMBER AND PRESIDENT	NA	Control
SMOLARSKI, MICHAEL, JOSEPH	I	MEMBER	NA
WHITFIELD, BRITT, THOMAS	I	MANAGING MEMBER AND EXECUTIVE MANAGING DIRECTOR	NA	Control
CNSL MANAGEMENT ENTERPRISES, LLC	DE	MANAGING MEMBER	E	Control
CNSL MANAGEMENT ENTERPRISES, LLC	DE	MANAGING MEMBER	E	Control
GINTER, JOHN, ASHTON	I	CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER	E	Control
GINTER, JOHN, ASHTON	I	CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER	E	Control
PLECTRUM, LLC	DE	MEMBER	E	Control
PLECTRUM, LLC	DE	MEMBER	E	Control
GETTY, DOUGLAS, HALE	I	MEMBER	B
GETTY, DOUGLAS, HALE	I	MEMBER	B
GETTY, DOUGLAS, HALE	I	MEMBER	B
NEAL, WILLIAM, TODD	I	MEMBER	B
NEAL, WILLIAM, TODD	I	MEMBER	B
NEAL, WILLIAM, TODD	I	MEMBER	B
PLECTRUM, LLC	DE	MEMBER	B	Control
PLECTRUM, LLC	DE	MEMBER	B	Control
PLECTRUM, LLC	DE	MEMBER	B	Control
SMOLARSKI, MICHAEL	I	MEMBER	B
SMOLARSKI, MICHAEL, JOSEPH	I	MEMBER	B
SMOLARSKI, MICHAEL, JOSEPH	I	MEMBER	B
WHITFIELD, BRITT, THOMAS	I	MEMBER	B
WHITFIELD, BRITT, THOMAS	I	MEMBER	B
WHITFIELD, BRITT, THOMAS	I	MEMBER	B
BLUE WOLF VENTURES, LLC	DE	MEMBER	A	Control
BLUE WOLF VENTURES, LLC	DE	MEMBER	A	Control
BLUE WOLF VENTURES, LLC	DE	MEMBER	A	Control
BLUE WOLF VENTURES, LLC	DE	MEMBER	A	Control
BLUE WOLF VENTURES, LLC	DE	MEMBER	A	Control
BLUE WOLF VENTURES, LLC	DE	MEMBER	A	Control
BLUE WOLF VENTURES, LLC	DE	MEMBER	A	Control
DCH CAPITAL MANAGEMENT LLC	DE	MEMBER	A	Control
DCH CAPITAL MANAGEMENT LLC	DE	MEMBER	A	Control
DCH CAPITAL MANAGEMENT LLC	DE	MANAGING MEMBER	A	Control
DCH CAPITAL MANAGEMENT LLC	DE	MANAGING MEMBER	A	Control
DCH CAPITAL MANAGEMENT LLC	DE	MANAGING MEMBER	A	Control
DCH CAPITAL MANAGEMENT LLC	DE	MANAGING MEMBER	A	Control
DCH CAPITAL MANAGEMENT LLC	DE	MANAGING MEMBER	A	Control
JCUBED3 LLC	DE	MEMBER	A
JCUBED3 LLC	DE	MEMBER	A
JCUBED3 LLC	DE	MEMBER	A
JCUBED3 LLC	DE	MEMBER	A
JCUBED3 LLC	DE	MEMBER	A
JCUBED3 LLC	DE	MEMBER	A
JCUBED3 LLC	DE	MEMBER	A
LAKER CAPITAL, LLC	DE	MEMBER	A
LAKER CAPITAL, LLC	DE	MEMBER	A
LAKER CAPITAL, LLC	DE	MEMBER	A
LAKER CAPITAL, LLC	DE	MEMBER	A
LAKER CAPITAL, LLC	DE	MEMBER	A
LAKER CAPITAL, LLC	DE	MEMBER	A
LAKER CAPITAL, LLC	DE	MEMBER	A
MAGEVNEY CAPITAL, LLC	DE	MANAGING MEMBER	A	Control
MAGEVNEY CAPITAL, LLC	DE	MANAGING MEMBER	A	Control
MAGEVNEY CAPITAL, LLC	DE	MANAGING MEMBER	A	Control
MAGEVNEY CAPITAL, LLC	DE	MANAGING MEMBER	A	Control
MAGEVNEY CAPITAL, LLC	DE	MANAGING MEMBER	A	Control
MAGEVNEY CAPITAL, LLC	DE	MANAGING MEMBER	A	Control
MAGEVNEY CAPITAL, LLC	DE	MANAGING MEMBER	A	Control
PLECTRUM, LLC	DE	MEMBER	A	Control
PLECTRUM, LLC	DE	MEMBER	A	Control
PLECTRUM, LLC	DE	MANAGING MEMBER	A	Control
PLECTRUM, LLC	DE	MANAGING MEMBER	A	Control
PLECTRUM, LLC	DE	MANAGING MEMBER	A	Control
PLECTRUM, LLC	DE	MANAGING MEMBER	A	Control
PLECTRUM, LLC	DE	MANAGING MEMBER	A	Control
RABOLD, TODD, FRANKLIN	I	MEMBER	A
RABOLD, TODD, FRANKLIN	I	MEMBER	A
RABOLD, TODD, FRANKLIN	I	MEMBER	A
RABOLD, TODD, FRANKLIN	I	MEMBER	A
RABOLD, TODD, FRANKLIN	I	MEMBER	A
RABOLD, TODD, FRANKLIN	I	MEMBER	A
TAVYKE FARMS LLC	DE	MEMBER	A
TAVYKE FARMS LLC	DE	MEMBER	A
TAVYKE FARMS LLC	DE	MEMBER	A
TAVYKE FARMS LLC	DE	MEMBER	A
TOXAWAY, LLC	DE	MANAGING MEMBER	A	Control
TOXAWAY, LLC	DE	MANAGING MEMBER	A	Control
TOXAWAY, LLC	DE	MANAGING MEMBER	A	Control
TOXAWAY, LLC	DE	MANAGING MEMBER	A	Control
TOXAWAY, LLC	DE	MANAGING MEMBER	A	Control
TOXAWAY, LLC	DE	MANAGING MEMBER	A	Control
TOXAWAY, LLC	DE	MANAGING MEMBER	A	Control
WONDRA INVESTMENTS LLC	DE	MEMBER	A
WONDRA INVESTMENTS LLC	DE	MEMBER	A
WONDRA INVESTMENTS LLC	DE	MEMBER	A
WONDRA INVESTMENTS LLC	DE	MEMBER	A
WONDRA, CHARLES	I	MEMBER	A
WONDRA, CHARLES, JAMES	I	MEMBER	A
WONDRA, CHARLES, JAMES	I	MEMBER	A
WONDRA, CHARLES, JAMES	I	MEMBER	A
WONDRA, CHARLES, JAMES	I	MEMBER	A
WONDRA, CHARLES, JAMES	I	MEMBER	A
WTNGRACE HOLDINGS, LLC	DE	MEMBER	A
WTNGRACE HOLDINGS, LLC	DE	MEMBER	A
WTNGRACE HOLDINGS, LLC	DE	MEMBER	A
WTNGRACE HOLDINGS, LLC	DE	MEMBER	A
WTNGRACE HOLDINGS, LLC	DE	MEMBER	A
WTNGRACE HOLDINGS, LLC	DE	MEMBER	A
WTNGRACE HOLDINGS, LLC	DE	MEMBER	A

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
EVANS, DOUGLAS, W	I	DCH CAPITAL MANAGEMENT LLC	E	Control
EVANS, DOUGLAS, W	I	DCH CAPITAL MANAGEMENT LLC	E	Control
EVANS, DOUGLAS, W	I	DCH CAPITAL MANAGEMENT LLC	E	Control
EVANS, DOUGLAS, W	I	DCH CAPITAL MANAGEMENT LLC	E	Control
EVANS, DOUGLAS, W	I	DCH CAPITAL MANAGEMENT LLC	E	Control
EVANS, DOUGLAS, W	I	DCH CAPITAL MANAGEMENT LLC	E	Control
GETTY, DOUGLAS, HALE	I	JCUBED3 LLC	E	Control
GETTY, DOUGLAS, HALE	I	JCUBED3 LLC	E	Control
GETTY, DOUGLAS, HALE	I	JCUBED3 LLC	E	Control
GETTY, DOUGLAS, HALE	I	JCUBED3 LLC	E	Control
GETTY, DOUGLAS, HALE	I	JCUBED3 LLC	E	Control
GETTY, DOUGLAS, HALE	I	JCUBED3 LLC	E	Control
GINTER, JOHN, ASHTON	I	PLECTRUM, LLC	E	Control
GINTER, JOHN, ASHTON	I	PLECTRUM, LLC	E	Control
GINTER, JOHN, ASHTON	I	PLECTRUM, LLC	E	Control
GINTER, JOHN, ASHTON	I	PLECTRUM, LLC	E	Control
GINTER, JOHN, ASHTON	I	PLECTRUM, LLC	E	Control
GINTER, JOHN, ASHTON	I	PLECTRUM, LLC	E	Control
GINTER, JOHN, ASHTON	I	PLECTRUM, LLC	E	Control
GINTER, JOHN, ASHTON	I	PLECTRUM, LLC	E	Control
GINTER, JOHN, ASHTON	I	PLECTRUM, LLC	E	Control
GINTER, JOHN, ASHTON	I	PLECTRUM, LLC	E	Control
GINTER, JOHN, ASHTON	I	PLECTRUM, LLC	E	Control
MAGEVNEY, JOHN	I	MAGEVNEY CAPITAL, LLC	E	Control
MAGEVNEY, JOHN	I	MAGEVNEY CAPITAL, LLC	E	Control
MAGEVNEY, JOHN	I	MAGEVNEY CAPITAL, LLC	E	Control
MAGEVNEY, JOHN	I	MAGEVNEY CAPITAL, LLC	E	Control
MAGEVNEY, JOHN	I	MAGEVNEY CAPITAL, LLC	E	Control
MAGEVNEY, JOHN	I	MAGEVNEY CAPITAL, LLC	E	Control
NEAL, TODD, WILLIAM	I	WTNGRACE HOLDINGS, LLC	E	Control
NEAL, TODD, WILLIAM	I	WTNGRACE HOLDINGS, LLC	E	Control
NEAL, TODD, WILLIAM	I	WTNGRACE HOLDINGS, LLC	E	Control
NEAL, TODD, WILLIAM	I	WTNGRACE HOLDINGS, LLC	E	Control
NEAL, TODD, WILLIAM	I	WTNGRACE HOLDINGS, LLC	E	Control
NEAL, TODD, WILLIAM	I	WTNGRACE HOLDINGS, LLC	E	Control
RABOLD, TODD, FRANKLIN	I	TAVYKE FARMS LLC	E	Control
RABOLD, TODD, FRANKLIN	I	TAVYKE FARMS LLC	E	Control
RABOLD, TODD, FRANKLIN	I	TAVYKE FARMS LLC	E	Control
ROBERTSON, MATTHEW, HUGH	I	TOXAWAY, LLC	E	Control
ROBERTSON, MATTHEW, HUGH	I	TOXAWAY, LLC	E	Control
ROBERTSON, MATTHEW, HUGH	I	TOXAWAY, LLC	E	Control
ROBERTSON, MATTHEW, HUGH	I	TOXAWAY, LLC	E	Control
ROBERTSON, MATTHEW, HUGH	I	TOXAWAY, LLC	E	Control
ROBERTSON, MATTHEW, HUGH	I	TOXAWAY, LLC	E	Control
SMOLARSKI, MICHAEL, JOSEPH	I	LAKER CAPITAL, LLC	E	Control
SMOLARSKI, MICHAEL, JOSEPH	I	LAKER CAPITAL, LLC	E	Control
SMOLARSKI, MICHAEL, JOSEPH	I	LAKER CAPITAL, LLC	E	Control
SMOLARSKI, MICHAEL, JOSEPH	I	LAKER CAPITAL, LLC	E	Control
SMOLARSKI, MICHAEL, JOSEPH	I	LAKER CAPITAL, LLC	E	Control
SMOLARSKI, MICHAEL, JOSEPH	I	LAKER CAPITAL, LLC	E	Control
WHITFIELD, BRITT, THOMAS	I	BLUE WOLF VENTURES, LLC	E	Control
WHITFIELD, BRITT, THOMAS	I	BLUE WOLF VENTURES, LLC	E	Control
WHITFIELD, BRITT, THOMAS	I	BLUE WOLF VENTURES, LLC	E	Control
WHITFIELD, BRITT, THOMAS	I	BLUE WOLF VENTURES, LLC	E	Control
WHITFIELD, BRITT, THOMAS	I	BLUE WOLF VENTURES, LLC	E	Control
WHITFIELD, BRITT, THOMAS	I	BLUE WOLF VENTURES, LLC	E	Control
WONDRA, CHARLES, JAMES	I	WONDRA INVESTMENTS LLC	E	Control
WONDRA, CHARLES, JAMES	I	WONDRA INVESTMENTS LLC	E	Control
WONDRA, CHARLES, JAMES	I	WONDRA INVESTMENTS LLC	E	Control

Registrations

Federal

Mar 28, 2025 REGISTERED

Notice Filings (11)

CA DE FL GA MN NC NJ NV PA SC VA

Address

201 KING OF PRUSSIA ROAD
SUITE 650
RADNOR, PA 19087
United States

Phone: (877) 506-7990