The William Allan provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, education planning, tax planning, and tax preparation.
The William Allan reports 239 clients. They include 161 individual clients, 65 high-net-worth individuals, and 12 corporations and other businesses. Of its assets, 100.0% ($204M across 629 accounts) are managed with discretion. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 67% | 24% |
| High-net-worth individuals | 27% | 75% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 5% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 161 | $49.7M | 24.3% | $309K |
| High-net-worth individuals | 65 | $152M | 74.6% | $2.35M |
| Charitable organizations | Fewer than 5 | $92K | 0.0% | $92K |
| Corporations and other businesses | 12 | $2.19M | 1.1% | $182K |
| Total | 239 | $204M | 100% | — |
- Clients
- 161
- Regulatory AUM
- $49.7M
- AUM share
- 24.3%
- Avg. per client
- $309K
- Clients
- 65
- Regulatory AUM
- $152M
- AUM share
- 74.6%
- Avg. per client
- $2.35M
- Clients
- Fewer than 5
- Regulatory AUM
- $92K
- AUM share
- 0.0%
- Avg. per client
- $92K
- Clients
- 12
- Regulatory AUM
- $2.19M
- AUM share
- 1.1%
- Avg. per client
- $182K
Total
- Clients
- 239
- Regulatory AUM
- $204M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
The William Allan charges up to 1.50% a year for its Asset Management. The fee is billed in arrears, is negotiable and has a $500 annual minimum. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting services
- Hourly fee of $325 per hour, based on the services provided; invoiced and payable within 30 days.
- Financial planning services
- Hourly fee of $325 per hour, based on the services provided; may be waived in whole or part if the client engages for asset management.
Jason Crawshaw owns 75% or more of The William Allan. The leadership team of The William Allan includes President Jason Crawshaw. It has 12 employees, 2 of them in advisory roles.
Staff
- 12 employees
- 2 in advisory functions
- 7 state-registered reps
- 4 soliciting firms
- Owns 75% or more of The William Allan Corporation
Jason Crawshaw
Control person · since August 2022
The William Allan’s regulatory assets grew 1.5× from $134M (June 2021) to $204M (April 2026); clients rose from 185 to 239 and employees from 8 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $204M | 239 | 12 | 2 |
| Mar 2025March 2025 | $185M | 240 | 11 | 2 |
| Jul 2024July 2024 | $170M | 225 | 8 | 2 |
| Mar 2023March 2023 | $147M | 222 | 8 | 2 |
| Jul 2022July 2022 | $171M | 207 | 8 | 2 |
| Jun 2021June 2021 | $134M | 185 | 8 | 1 |
Besides its headquarters, The William Allan has 1 office, with 2 listed addresses across 2 states.
California · 1 listed address
- 100 Oceangate, Long Beach
Colorado · 1 listed address
- 3711 John F Kennedy Pkwy., Suite 420, Fort CollinsHQ
Other business names
The William Allan has reported 1 other business name to the SEC.
- William Allan Wealth Management
Contact and registration details
- Legal name
- The William Allan Corporation
- Headquarters
- 3711 John F Kennedy Pkwy., Suite 420, Fort Collins, CO 80525
- Website
- willallan.com
- Phone
- 800-677-5309
- @william-allan-llc
- SEC file
- 801-121683
- Founded
- 2004
- Structure
- Delaware corporation
- Fiscal year end
- December
The William Allan’s named custodian for separately managed accounts is Charles Schwab ($201M). The William Allan has custody of $110M for 188 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $201M100%
At year end, The William Allan’s separately managed accounts were mostly in stocks (87%). Its reported 13F holdings for the quarter ended 30 June 2026 total $204M across 62 positions; the largest are Applied Matls Inc. (14.2%), Alphabet Inc. (5.6%) and Dell Technologies Inc. (5.5%).
What the accounts hold
- Stocks87%
- Funds6%
- Bonds3%
- Cash4%
How many clients does The William Allan have?
The William Allan has 239 clients and manages $204 million for them, as of April 2026. They include 161 individual clients, 65 high-net-worth individuals, and 12 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 April 2026
What services does The William Allan offer?
The William Allan provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, education planning, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does The William Allan charge?
The William Allan charges up to 1.50% a year for its Asset Management. The fee is billed in arrears, is negotiable and has a $500 annual minimum.
Which custodians does The William Allan use?
The William Allan’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $201M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 April 2026
How many financial advisors does The William Allan have?
The William Allan has 7 investment adviser representatives registered with state securities authorities, out of 12 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does The William Allan invest in?
At the end of its last fiscal year, The William Allan’s separately managed accounts held 87% exchange-traded equities, 6% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents and 3% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns The William Allan?
The William Allan’s direct owner is Jason Crawshaw (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 April 2026
How does The William Allan get paid?
The William Allan is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact The William Allan?
The William Allan’s main office is at 3711 John F Kennedy Pkwy., Suite 420, Fort Collins, CO 80525. Its phone number is 800-677-5309. Its website is willallan.com.
