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THE WILLIAM ALLAN CORPORATION
CRD 133147File 801-121683
APPROVED
Retail clients
Custody
Filing as of Apr 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$204.4M
Below cohort median (national)
Discretionary AUM
$204.4M
Clients
239
629 accounts
Employees
12
Below cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jul 2, 2021
- Principal office
- 3711 JOHN F KENNEDY PKWY., SUITE 420, FORT COLLINS, CO, 80525
- Phone
- 800-677-5309
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $204.4M
- Discretionary AUM
- $204.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 629
- Non-discretionary accounts
- 0
- Total accounts
- 629
- AUM per client
- $855K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $2.2M |
| Charitable organizations | Fewer than 5 | $92K |
| High net worth individuals | 65 | $152.4M |
| Individuals (other than high net worth individuals) | 161 | $49.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.