{"url":"https://nivawealth.com/firms/the-william-allan-133147","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/133147","regulatoryAum":204438799,"crd":"133147","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4183082","suffix":null,"lastName":"CRAWSHAW","firstName":"JASON","middleName":"CYRIL"},{"crd":"2803634","suffix":null,"lastName":"CRAWSHAW","firstName":"MARCUS","middleName":"BRENDAN"},{"crd":"6015220","suffix":null,"lastName":"GOING","firstName":"MELISSA","middleName":"M"},{"crd":"5827294","suffix":null,"lastName":"GUREWITZ","firstName":"LARRY","middleName":"L"},{"crd":"7321245","suffix":null,"lastName":"Marshall","firstName":"Jyoti","middleName":"Amar"},{"crd":"7012282","suffix":null,"lastName":"Monti","firstName":"James","middleName":"Peter"},{"crd":"7320312","suffix":null,"lastName":"MORETINE","firstName":"ANDREW","middleName":null}],"total":7,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-06-04","regulatoryAum":134172159,"clients":185,"employees":8,"offices":1},{"filedOn":"2022-07-12","regulatoryAum":170618269,"clients":207,"employees":8,"offices":2},{"filedOn":"2023-03-31","regulatoryAum":146583608,"clients":222,"employees":8,"offices":2},{"filedOn":"2024-07-12","regulatoryAum":169607569,"clients":225,"employees":8,"offices":2},{"filedOn":"2025-03-27","regulatoryAum":185211069,"clients":240,"employees":11,"offices":2},{"filedOn":"2026-04-23","regulatoryAum":204438799,"clients":239,"employees":12,"offices":2}],"secFileNumber":"801-121683","legalName":"The William Allan Corporation","displayName":"The William Allan","slug":"the-william-allan-133147","website":"https://willallan.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/william-allan-llc","xUrl":"https://twitter.com/williamallanllc","founded":"2004","organization":"Delaware corporation","fiscalYearEnd":"December","headquarters":{"street":"3711 John F Kennedy Pkwy., Suite 420","city":"Fort Collins","state":"CO","stateName":"Colorado","country":"United States","postalCode":"80525"},"tradeNames":["William Allan Wealth Management"],"registration":{"secApproved":"2 July 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":894511.6283185841,"staff":{"employees":12,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":4},"aum":{"regulatory":204438799,"discretionary":204438799,"discretionaryAccounts":629,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":1},"clientTypes":[{"label":"Individuals (other than HNW)","clients":161,"regulatoryAum":49711134},{"label":"High-net-worth individuals","clients":65,"regulatoryAum":152448494},{"label":"Charitable organizations","clients":1,"fewerThan5":true,"regulatoryAum":91999},{"label":"Corporations and other businesses","clients":12,"regulatoryAum":2187172}],"feePrograms":[{"role":"main","program":"Asset Management","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013894","versionId":1013894,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-03","documentName":"WA - FIRM BROCHURE","fee_rate_low":null,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":"annual","fee_minimum_annual":500},{"role":"other","program":"Consulting services","summary":"Hourly fee of $325 per hour, based on the services provided; 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does The William Allan offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does The William Allan charge?","answer":"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.","source":"WA - FIRM BROCHURE, filed 3 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does The William Allan use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does The William Allan have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does The William Allan invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns The William Allan?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does The William Allan get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact The William Allan?","answer":"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. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}