CALLAN CAPITAL, LLC of LA JOLLA, CA is an SEC-registered investment adviser (CRD 142527). Regulatory assets under management: $2.3B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities, Other.
| 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 | — |
| 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 |