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Callan Family Office, LLC
Callan Family Office, LLC, headquartered in Radnor, PA, is an SEC-registered investment adviser formed in 2022. The firm specializes in providing comprehensive wealth management, investment advisory, and family office services to ultra-high-net-worth families, family foundations, and endowments. With a partnership structure and a team led by 23 experienced partners, Callan Family Office integrates institutional-quality investment solutions, financial planning, and bespoke consulting, leveraging technology and advanced research from Callan LLC. The firm is independent and operates as a fiduciary, focusing on long-term, holistic wealth and legacy management for its clients.
Investment Strategy
Callan Family Office employs an open-architecture, customized approach that integrates public and private market investments, with an emphasis on after-tax, net-of-fee results. Their strategy leverages proprietary research and institutional resources to deliver tailored portfolios, focusing on both liquid and illiquid assets suitable for ultra-high-net-worth families. The firm emphasizes holistic wealth management, proactive tax strategy, risk mitigation, and multi-generational preservation. Clients benefit from sophisticated, bespoke solutions that include investment management, philanthropy, tax-focused planning, and family office consulting—all delivered with independence and a rigorous fiduciary standard.
Latest 13F Filing Activity
Callan Family Office, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 921 equity positions with a total 13F market value of $3B. The fund increased holdings in Microsoft Corp., Nvidia Corporation, Amazon Com Inc. among other positions. Callan Family Office, LLC reduced exposure to Discover Finl SVCS, Ishares TR, Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (921)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.63% | $146.6M | 294,741 | $465.03 | $497.41 | +$100.7M |
N NVDA | NVIDIA CORPORATION | 3.92% | $124.1M | 785,706 | $149.47 | $157.99 | +$95.9M |
I IVV | ISHARES TR | 3.62% | $114.8M | 184,930 | $447.22 | $620.90 | +$19.6M |
A AAPL | APPLE INC | 3.04% | $96.5M | 470,332 | $221.66 | $205.17 | +$46.9M |
A AMZN | AMAZON COM INC | 2.49% | $78.9M | 359,634 | $215.46 | $219.39 | +$55.1M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
D Douglas Evans | Chief Investment Officer, Partner | San Francisco, CA , United States | |
L Lennie Bell | Partner | United States | |
 | Partner | Palm Beach Gardens, FL , United States |
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