firm profile

Callan Family Office, LLC

RIA Radnor, PA CRD 317446 Last verified October 2026

Overview

Callan Family Office, LLC is an SEC registered investment adviser based in Radnor, PA, registered since 2022. It reports $10.2B in assets under management across 2,697 accounts, with 49 employees.

Reported AUM: $10.2B
Discretionary: 90%
Accounts: 2,697
Average account: $3.8M
Employees: 49
Registered since: 2022
Jurisdictions: 12

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services: Financial Planning
Individuals or Small Business
Other Advisory Services
Portfolio Management for Businesses or Institutional Clients
Selection of Other Advisors
Client types: Charities and Non-Profits
Corporations/Businesses
High Net Worth Individuals
Other Investment Advisors
Fee structure: Fixed Fees and Percentage of Assets

Executive officers 2 of 2

John Ashton Ginter Chief Compliance Officer, Chief Executive Officer CRD 3005788
Douglas W Evans Chief Investment Officer CRD 2707602

Location

Headquarters: 201 King of Prussia Rd Ste 650
Radnor, PA 19087
County: Delaware
Metro area: Philadelphia-Camden-Wilmington, PA-NJ-DE-MD
Region: Northeast

Registrations

SEC registered
Registered in 12 jurisdictions
Website: callanfamilyoffice.com

Every state, with registration dates

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