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THE WILLIAM ALLAN CORPORATION
CRD 133147File 801-121683
APPROVED
Retail clients
Custody
Filing as of Apr 23, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.WILLALLAN.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 11 | 12 | increased by1 |
| Apr 1, 2026 | Clients | 240 | 239 | decreased by1 |
| Apr 1, 2026 | AUM | $185,211,069 | $204,438,799 | increased by$19,227,730 |
| Apr 1, 2026 | Accounts | 603 | 629 | increased by26 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 11 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 207 | 240 | increased by33 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $170,618,269 | $185,211,069 | increased by$14,592,800 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 596 | 603 | increased by7 |
| Apr 1, 2022 | Employees | 9 | 8 | decreased by1 |
| Apr 1, 2022 | Clients | 185 | 207 | increased by22 |
| Apr 1, 2022 | AUM | $134,172,159 | $170,618,269 | increased by$36,446,110 |
| Apr 1, 2022 | Accounts | 547 | 596 | increased by49 |
| Nov 1, 2021 | Employees | 8 | 9 | increased by1 |
| Aug 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WILLIAM ALLAN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WILLIAM ALLAN” may also match similarly-named firms). Confirm identity against each filing.
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.