The William Allan Corporation
● SEC registered since 2021CRD 133147SEC# 801-121683Fort Collins, CO
Reg. AUM
$204.4M
Employees
12
Accounts
629
Location
Fort Collins, CO
The William Allan Corporation assets under management
The William Allan Corporation is a registered investment adviser overseen by the SEC based in Fort Collins, CO. The firm has been registered since 2021. It reports $204.4 million in regulatory assets under management and employs 12 people.
The William Allan Corporation owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Cyril Crawshaw Control | President/Chief Compliance Officer | Over 75% | 2022 |
Frequently asked questions
How much does The William Allan Corporation manage?
The William Allan Corporation reports $204.4 million in regulatory assets under management on its Form ADV.
How many employees does The William Allan Corporation have?
The William Allan Corporation reports 12 employees.
Where is The William Allan Corporation located?
The William Allan Corporation is based in Fort Collins, CO and has been SEC-registered since 2021.
Does The William Allan Corporation disclose fund performance?
The William Allan Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3711 John F Kennedy Pkwy., Suite 420, Fort Collins, CO 80525 |
| Phone | 800-677-5309 |
| Fax | 818-474-7050 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1910961 |
| Discloses disciplinary history | No |
Regulatory AUM
$204.4M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$204.4Mregulatory AUM
Discretionary $204.4M