Callan Capital, LLC

Callan Capital, LLC (CRD# 142527) is a financial advisory firm headquartered in La Jolla, CA. They manage $1,883,798,871 in 1,288 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
1250 Prospect Street, Suite 01, La Jolla, CA 92037
https://www.linkedin.com/company/callan-capital
By the Numbers
  • Total Assets Under Management
    1,884
    MILLION
  • Total Number of Accounts
    1,288
    ACCOUNTS
  • Average Account Value
    $1,462,577
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, NM, NY, OK, TN, TX, UT, VA, WA

Financial Advisors at Callan Capital, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Jessica Cafferata, financial advisor Highland Village TX
Jessica Cafferata
CRD#: 5542746
Highland Village, TX

Jessica Cafferata (CRD# 5542746) is an Investment Advisor Representative working at Callan Capital, LLC in Highland Village, TX and has over 15 years of experience in the finance industry.

2
Ryan Callan, financial advisor La Jolla CA
Ryan J. Callan
CRD#: 4469755
1250 Prospect Street, Suite 1, La Jolla, CA 92037

Ryan Callan (CRD# 4469755) is an Investment Advisor Representative working at Callan Capital, LLC in La Jolla, CA and has over 21 years of experience in the finance industry.

3
Timothy Callan, financial advisor La Jolla CA
Timothy S. Callan
CRD#: 3092202
1250 Prospect Street, Suite 1, La Jolla, CA 92037

Timothy Callan (CRD# 3092202) 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.

4
Trevor Callan, financial advisor La Jolla CA
Trevor M. Callan
CRD#: 2280106
1250 Prospect Street, Suite 1, La Jolla, CA 92037

Trevor Callan (CRD# 2280106) is an Investment Advisor Representative working at Callan Capital, LLC in La Jolla, CA and has over 31 years of experience in the finance industry.

5
Christopher Willingham, financial advisor Austin TX
Christopher L. Willingham
CRD#: 6564536
801 Barton Springs Rd, Fl 9, Austin, TX 78704

Christopher Willingham (CRD# 6564536) is an Investment Advisor Representative working at Callan Capital, LLC in Austin, TX and has over 6 years of experience in the finance industry.

6
Nomathemba Nkala-Hendon, financial advisor La Jolla CA
Nomathemba N. Nkala-Hendon
CRD#: 6446848
1250 Prospect Street, Suite 01, La Jolla, CA 92037

Nomathemba Nkala-Hendon (CRD# 6446848) is an Investment Advisor Representative working at Callan Capital, LLC in La Jolla, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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