# CALLAN CAPITAL, LLC

CALLAN CAPITAL, LLC of LA JOLLA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 142527
- Type: SEC-registered investment adviser
- SEC file number: 801-67379
- Location: 1250 PROSPECT STREET, SUITE 01, LA JOLLA, CA, 92037
- Phone: 858-551-3800
- Latest filing: 2025-03-18
- Regulatory AUM: $2.3B
- Discretionary AUM: $2.3B
- Clients: 21
- Accounts: 1,386

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Trevor Michael Callan | MANAGING PARTNER | — |
| Timothy Smith Callan | MANAGING PARTNER/ CHIEF FINANCIAL OFFICER/CHIEF INVESTMENT OFFICER | — |
| Ryan James Callan | MANAGING PARTNER/CHIEF EXECUTIVIE OFFICER | — |
| Robert Scott Mikulski | CHIEF OPERATING OFFICER | — |
| Kaitlin C Coryell | CHIEF COMPLIANCE OFFICER | Willow Park, TX |
| CALLAN TREVOR MICHAEL | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER; MANAGING PARTNER; MANAGING PARTNER/ CHIEF EXECUTIVE OFFICER | — |
| CALLAN TIM SMITH | MANAGING PARTNER; MANAGING PARTNER/ CHIEF FINANCIAL OFFICER; MANAGING PARTNER/ CHIEF FINANCIAL OFFICER/CHIEF INVESTMENT OFFICER (+1 more) | — |
| CALLAN RYAN JAMES | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER; MANAGING PARTNER / CHIEF COMPLIANCE OFFICER; MANAGING PARTNER/CHIEF EXECUTIVIE OFFICER | — |
| BERNSTEIN DANIEL ADAM | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| MIKULSKI ROBERT SCOTT | CHIEF OPERATING OFFICER | — |
| CORYELL KAITLIN C | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| AUSTIN | TX | 4 | 858-551-3800 |
| AUSTIN | TX | 4 | 858-551-3800 |
| DENVER | CO | 1 | 858-551-3800 |
| DENVER | CO | 1 | 858-551-3800 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/142527/brochure
- Similar advisers: https://search.stillhousedata.com/firm/142527/similar
- Related entities: https://search.stillhousedata.com/firm/142527/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/142527

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.