Callan Llc
- Regulatory AUM
- $41.9B
- Discretionary
- $41.9B
- Clients
- 737
- Avg AUM / client
- $56.9M
- Accounts
- 25
- Employees
- 202
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $8.7B | 20.7% |
| Pension and profit sharing plans | 250 | $32.4B | 77.3% |
| Charitable organizations | 51 | $464M | 1.11% |
| State or municipal government entities | 151 | $0 | — |
| Other investment advisers | 20 | $0 | — |
| Corporations and other businesses | 248 | $346M | 0.83% |
| Other | 13 | $0 | — |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| University Of Nevada Las Vegas Foundation EIN 942790134 | Las Vegas, NV | 06/30/2024 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sweet, Inga, B | Evp, Coo & Director (Elected Manager) | Jan 2017 (10y) | Less than 5% | |
| Peyton, Ronald, Douglas | Executive Chairman & Director (Elected Manager) | Sep 2017 (9y) | Less than 5% | |
| Allen, Gregory, C | Ceo & Chief Research Officer, & Director (Elected Manager) | Apr 2018 (8y) | Less than 5% | |
| Callahan, James, Andrew | President & Director (Elected Manager) | Apr 2018 (8y) | Less than 5% | |
| Kachare, Shalaka | Svp & Chief Financial Officer | Sep 2020 (6y) | Less than 5% | |
| Gallo, Jennifer | General Counsel And Chief Compliance Officer | Jan 2022 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Callan Holdings Inc. | Member | Mar 2021 | A | 75% or more |
| Callan Holdings Inc. | Member | Mar 2021 | B | ≈ 56.25% – 100% via Callan Holdings Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Callan Holdings Inc.: 75% – 100% of Callan Holdings Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (16)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| National Roofing Industry Supplemental Pension Plan | Trustees Of National Roofing Industry Supplemental Pension Plan | 9,509 | $236M | 01/01/2024 |
| National Roofing Industry Pension Fund | National Roofing Industry Pension Fund Wilson Mcshane Corporation | 14,618 | $2.1B | 01/01/2024 |
| Signature Aviation Usa, Llc 401(k) Plan | Signature Aviation Usa, Llc | 5,539 | $271M | 01/01/2024 |
| Parker Retirement Savings Plan | Parker Hannifin Corporation | 28,729 | $9.0B | 01/01/2024 |
| Cash Balance Retirement Plan Of Hallmark Cards, Inc. | Hallmark Cards, Inc. | 1,380 | $427M | 01/01/2024 |
| Savings Plan Of Entergy Corporation And Subsidiaries | Entergy Corporation | 9,114 | $4.4B | 01/01/2024 |
| Savings Plan Of Entergy Corporation And Subsidiaries Viii | Entergy Corporation | 2,661 | $112M | 01/01/2024 |
| Agents Retirement Plan Of The Lincoln National Life Insurance Company | Lincoln National Life Insurance Company | 1 | $73.4M | 01/01/2024 |
| Seagate 401(k) Plan | Seagate U.S. Llc | 3,104 | $2.3B | 01/01/2024 |
| Qualcomm Incorporated Employee Savings And Retirement Plan | Qualcomm Incorporated | 13,500 | $9.7B | 01/01/2024 |
| The Bank Of America Pension Plan | Bank Of America Corporation | 51,062 | $19.0B | 01/01/2024 |
| Alyeska Pipeline Service Company Savings And Investment Plan For Operating Company Employees | Alyeska Pipeline Service Company | 729 | $405M | 01/01/2024 |
| Keycorp 401 K Savings Plan | Keycorp | 17,385 | $4.1B | 01/01/2024 |
| Crayola Llc Employee's Retirement Plan | Crayola Llc | 362 | $151M | 01/01/2024 |
| The Doctors Management Company 401(k) Savings Plan | The Doctors Management Company | 839 | $313M | 01/01/2024 |
| Ally Financial Inc. Retirement Savings Plan | Ally Financial Inc. | 10,634 | $2.9B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| University Of Nevada Las Vegas Foundation | Public charity | $508M | 06/30/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • A PERCENTAGE OF ASSETS ON WHICH WE CONSULT
Services
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗