Callan Capital, LLC

Callan Capital, LLC (CRD# 142527) is a financial advisory firm headquartered in La Jolla, CA. They manage $723,533,851 in 755 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    724
    MILLION
  • Total Number of Accounts
    755
    ACCOUNTS
  • Average Account Value
    $958,323
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, MA, TX, WA

Financial Advisors at Callan Capital, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Ami S. Aranha
CRD#: 5401042
1250 Prospect Street, Suite 1, La Jolla, CA 92037
96
Wealthminder
score

Ami Aranha (CRD# 5401042) is an Investment Advisor Representative working at Callan Capital, LLC in La Jolla, CA and has over 16 years of experience in the finance industry. Ami Aranha has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Tim S. Callan
CRD#: 3092202
1250 Prospect Street, Suite 1, La Jolla, CA 92037
96
Wealthminder
score

Tim Callan (CRD# 3092202) is an Investment Advisor Representative working at Callan Capital, LLC in La Jolla, CA and has over 16 years of experience in the finance industry. Tim Callan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Ryan J. Callan
CRD#: 4469755
1250 Prospect Street, Suite 1, La Jolla, CA 92037
93
Wealthminder
score

Ryan Callan (CRD# 4469755) is an Investment Advisor Representative working at Callan Capital, LLC in La Jolla, CA and has over 14 years of experience in the finance industry.

4
Trevor M. Callan
CRD#: 2280106
1250 Prospect Street, Suite 1, La Jolla, CA 92037
93
Wealthminder
score

Trevor Callan (CRD# 2280106) is an Investment Advisor Representative working at Callan Capital, LLC in La Jolla, CA and has over 23 years of experience in the finance industry.

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