Callan Family Office, Llc
- Regulatory AUM
- $10.2B
- Discretionary
- $9.2B
- Clients
- 190
- Avg AUM / client
- $53.7M
- Accounts
- 2,697
- Employees
- 49
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 170 | $7.1B | 69.9% |
| Charitable organizations | 12 | $1.0B | 9.9% |
| Other investment advisers | 7 | $2.1B | 20.1% |
| Corporations and other businesses | 1 | $4.6M | 0.04% |
People (10)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ginter, John, Ashton | Sole Member | Feb 2022 (5y) | ≈ 3.75% – 10% via Plectrum, Llc | |
| Robertson, Matthew, Hugh | Sole Member | May 2022 (4y) | ≈ 3.75% – 10% via Toxaway, Llc | |
| Whitfield, Britt, Thomas | Sole Member | May 2022 (4y) | ≈ 3.75% – 10% via Blue Wolf Ventures, Llc | |
| Evans, Douglas, W | Sole Member | Jun 2022 (4y) | ≈ 3.75% – 10% via Dch Capital Management Llc | |
| Neal, Todd, William | Sole Member | Jun 2022 (4y) | ≈ 3.75% – 10% via Wtngrace Holdings, Llc | |
| Getty, Douglas, Hale | Sole Member | Jul 2022 (4y) | ≈ 3.75% – 10% via Jcubed3 Llc | |
| Magevney, John | Sole Member | Jul 2022 (4y) | ≈ 3.75% – 10% via Magevney Capital, Llc | |
| Smolarski, Michael, Joseph | Sole Member | Jul 2022 (4y) | ≈ 3.75% – 10% via Laker Capital, Llc | |
| Rabold, Todd, Franklin | Sole Manager | May 2023 (3y) | ≈ 3.75% – 10% via Tavyke Farms Llc | |
| Wondra, Charles, James | Sole Member | May 2023 (3y) | ≈ 3.75% – 10% via Wondra Investments Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Plectrum, Llc | Managing Member | Feb 2022 | A | 5% – 10% |
| Dch Capital Management Llc | Managing Member | Sep 2022 | A | 5% – 10% |
| Blue Wolf Ventures, Llc | Member | May 2022 | A | 5% – 10% |
| Jcubed3 Llc | Member | Mar 2022 | A | 5% – 10% |
| Magevney Capital, Llc | Managing Member | Dec 2022 | A | 5% – 10% |
| Wtngrace Holdings, Llc | Member | Mar 2022 | A | 5% – 10% |
| Laker Capital, Llc | Member | Mar 2022 | A | 5% – 10% |
| Toxaway, Llc | Managing Member | May 2022 | A | 5% – 10% |
| Wondra Investments Llc | Member | May 2022 | A | 5% – 10% |
| Tavyke Farms Llc | Member | Jun 2022 | A | 5% – 10% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ginter, John, Ashton: 75% – 100% of Plectrum, Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Robertson, Matthew, Hugh: 75% – 100% of Toxaway, Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Whitfield, Britt, Thomas: 75% – 100% of Blue Wolf Ventures, Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Evans, Douglas, W: 75% – 100% of Dch Capital Management Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Neal, Todd, William: 75% – 100% of Wtngrace Holdings, Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Getty, Douglas, Hale: 75% – 100% of Jcubed3 Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Magevney, John: 75% – 100% of Magevney Capital, Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Smolarski, Michael, Joseph: 75% – 100% of Laker Capital, Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Rabold, Todd, Franklin: 75% – 100% of Tavyke Farms Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Wondra, Charles, James: 75% – 100% of Wondra Investments Llc × 5% – 10% direct ≈ 3.75% – 10% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1010 KB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $7.6B (75% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗