Back to top

Overview

Holdings

ETF Holdings

Assets

Assets

Last updated on March 25, 2017
    • $705.1M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 81
      number of clients
    • $8.7M
      Estimated Average Account Balance Per Client

Services

Firm Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
  • Insurance
    • -Life Insurance
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Firm Client types

Advisors

Current Advisors

# of advisors

6

name start date
Tim Smith Callan
January 2007
Trevor Michael Callan
January 2007
Ryan J. Callan
January 2007
Sara C King
July 2019
Rebecca Joy Demmons Johnson
July 2019

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Callan Capital Insurance Services -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Trevor Michael Callan Managing Partner January, 2007 50% to 75%
      Tim Smith Callan Managing Partner January, 2007 10% to 25%
      Ryan James Callan Managing Partner / Chief Compliance Officer January, 2007 10% to 25%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees
        • Performance-Based Fees