Trevor Michael Callan

Employer firm

Alphacore Capital LLC CRD 174346

$13.0B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2007 → 05/2025
  Callan Capital, Llc
  La Jolla, CA
• 04/2025 → Present
  Alphacore Capital Llc
  La Jolla, CA
• 05/2025 → Present
  Callan Capital, Llc
  La Jolla, CA

Previous Registrations

• 2007-01-12 → 2025-05-15
  Callan Capital, Llc
  La Jolla, CA
• 1994-09-30 → 2007-01-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  La Jolla, CA
  La Jolla, CA

Other Businesses

As of 12/26/2019 Trevor Callan began serving as a member of Praxis Solutions' advisory board. Trevor usually spends approximately 5 hours per month as an advisory board member performing duties that include but are not limited to; attending Advisory board meetings, providing advice and feedback on management, research, operations and best practices. Praxis Solutions is investment-related. Praxis Solutions 6450 Lusk Blvd, Suite E208 San Diego, CA 92121 As of May 2016, Trevor Callan began serving as a partner of the entity TriCal LLC. TriCal was formed to hold investments for its partners. TriCal currently holds 5% profit's interest in Alternative Fund Advisors LLC. and Mr. Callan spends 0 hours per month working on TriCal. TriCal is investment-related. 5932 Avenida Chamnez San Diego, CA 92037 As of May, 2023 Trevor Callan serves as a consultant for Alternative Fund Advisors, LLC (AFA LLC.) This involvement takes approximately 5 hours of his time monthly. Mr. Callan's involvement is investment-related. Alternative Fund Advisors, LLC 101 Federal Street, Suite 1900 Boston, MA 02110 As of September 2022, Trevor Callan serves as the President and Secretary of CalQuest, LLC. CalQuest is a private real estate company. CalQuest takes approximately 20 hours of Mr. Callan's time monthly. CalQuest is investment-related. 112 N Curry Street Carson City, NV 89703

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-08-04
• S63 Uniform Securities Agent State Law Examination
  1992-12-18