Nomathemba
Nkala-Hendon

Callan Capital, LLC

CRD#6446848
Investment Advisor
in La Jolla, CA

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About this Advisor

Nomathemba Nkala-Hendon is a financial advisor based in La Jolla, California, working with Callan Capital, LLC. Nomathemba has previously held positions at Callan Capital, LLC and Capital Group Private Client Services. Nomathemba is registered to provide services in California and Texas. Currently, Nomathemba is part of Callan Capital, LLC, which operates out of La Jolla, California. The firm has 1 office and 18 employees. The firm manages assets totaling $1.9 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Callan Capital, LLC includes asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1250 Prospect Street Suite 01
La Jolla, CA 92037

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Callan Capital, LLC Brokerage Details

Total Assets Under Management

$1,883,798,871

CA Average: $7,578,581,321
Total Number of Employees

18

CA Average: 43
Total Number of Accounts

1,288

CA Average: 3,727
Average Account Size

$1,462,577

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Nomathemba Nkala-Hendon Work History

2022 - Present (2 years)

Callan Capital, LLC

2014 - 2022 (8 years)

Capital Group Private Client Services

Disclosures

Please visit the SEC profile of Nomathemba Nkala-Hendon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Callan Capital, LLC

Jessica Cafferata
Highland Village, TX
Hannah Simpson
La Jolla, CA
Joan Koss
Denver, CO
Ryan Callan
La Jolla, CA
Timothy Callan
La Jolla, CA
Trevor Callan
La Jolla, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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