Merger · Adviser / wealth-management
Callan Capital
Transaction overview
Reported acquisition
Exact closing date not established.
AlphaCore announced a merger with Callan Capital, expanding its family office business. An October 2025 company announcement subsequently referred to Callan as an acquisition earlier that year.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- AlphaCore and Callan Capital merger announcement ↗
AlphaCore Wealth Advisory · Published Mar 25, 2025
Announces a merger with Callan Capital and anticipates a second-quarter closing; it does not establish completion.
- AlphaCore announces acquisition of SPC Financial ↗
AlphaCore Wealth Advisory · Published Oct 21, 2025
Announces the SPC transaction with an expected fourth-quarter closing. Separately describes Callan as an acquisition earlier that year.