Disclaimer and Regulatory Information
Callan Capital, LLC is an SEC-registered investment advisor located in La Jolla, California. Callan Capital, LLC renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. The presence of this website on the Internet shall in no direct or indirect way suggest that the firm offers investment advisory services to residents of any state other than the states in which the firm maintains a notice filing. In addition, this website should not be construed as a solicitation of investment advisory clients in any state other than the states in which we maintain a notice filing. For details on our ability to work with you in your particular state, please contact Callan Capital, LLC to discuss your particular situation and geographic location.
A copy of Callan Capital, LLC current written disclosure statement (Form ADV-Part II) discussing Callan Capital, LLC’s business operations, services, and fees is available from Callan Capital, LLC upon written request or by clicking here: 2020 ADV Part 2A. Our FORM CRS can be found here: FORM CRS.
This website provides general information about Callan Capital, LLC and is not intended to offer investment or financial planning advice. The purpose of this site is to provide you with information about the firm and our investment philosophy, and to provide a means for you to contact us for further information. Callan Capital, LLC provides customized investment recommendations only within the context of our contractual agreements with our clients, and only after a comprehensive review of the client’s situation.
The material on this website is based on information generally available in the marketplace and is believed to be reliable and authoritative. However, it is not guaranteed as to its accuracy and does not constitute sufficient information to be the basis for sound investment decisions. The information is of a general nature and should not be applied indiscriminately to particular situations wherein it may not be completely applicable.
Any links on the Callan Capital, LLC website to other websites are not intended as referrals or endorsements, but are merely provided to the users of the Callan Capital, LLC website for convenience and informational purposes. Callan Capital, LLC does not endorse the content of such websites nor the products, services or other items offered through such websites.
Some pages within the Callan Capital, LLC website are password-protected. Access to these areas is restricted to authorized users only. The user in password-protected areas is responsible for any use of the password and for maintaining the confidentiality of the password.
For information concerning the licensure status or disciplinary history of Callan Capital, LLC, a consumer should contact his or her stated securities law administrator.