Callan Capital

Overview

Callan Capital is a wealth management firm offering financial planning and asset management services to high-net-worth individuals and families. Founded in 2007, the firm specializes in providing comprehensive financial solutions tailored to the unique needs of its clients. Their services include investment management, financial planning, and family office services, all designed to help clients achieve their financial goals and preserve their wealth for future generations. The firm's investment approach focuses on delivering risk-adjusted performance through tactical, model-driven portfolio design. They cater to various stages of investment, including seed, early stage, growth, late stage, pre-IPO, buyout, turnaround, and distressed situations. Callan Capital's expertise spans multiple asset classes, such as private equity, real estate, and venture capital, allowing them to offer diversified investment opportunities to their clients. In March 2025, Callan Capital merged with AlphaCore Wealth Advisory, a San Diego-based wealth management firm overseeing $2.4 billion in assets under advisement. This strategic combination enhanced AlphaCore's ultra-high-net-worth and family office capabilities, strengthening its presence in San Diego, CA, and Denver, CO, while opening a new market in Austin, TX. The combined organizations became one of the largest registered investment advisers in California. Please note that while Callan Capital continues to operate under its brand, it is now part of AlphaCore Wealth Advisory. For the most current information, it is advisable to visit their official website or contact them directly.