# The William Allan Corporation

> The William Allan Corporation is an SEC-registered investment advisory firm in Fort Collins, CO, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 23, 2026.

- CRD: 133147
- Filed as: THE WILLIAM ALLAN CORPORATION
- Also doing business as: WILLIAM ALLAN WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fort Collins, CO
- Filing period: October 2026
- Form ADV filing dated: April 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/133147
- AdvisorCensus page: https://advisorcensus.com/firm/the-william-allan-corporation-fort-collins-co-133147

## Quick answers

**How is The William Allan Corporation compensated?**
On its Form ADV (Item 5.E, October 2026), The William Allan Corporation reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is The William Allan Corporation located?**
The William Allan Corporation's principal office is in Fort Collins, CO, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is The William Allan Corporation registered with the SEC or a state?**
The William Allan Corporation is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 133147.

**How much does The William Allan Corporation manage?**
The William Allan Corporation reports $204,438,799 in regulatory assets under management in its Form ADV filing dated April 23, 2026 (100% discretionary).

**How have The William Allan Corporation's assets and staff changed since 2021?**
In the Form ADV data for The William Allan Corporation: Regulatory assets under management: $134,172,159 in the October 2021 data and $204,438,799 in the October 2026 data, up 52%. Total employees: 8 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The William Allan Corporation serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (161); high net worth individuals (65); corporations or other businesses not listed above (12).

**Which custodians does The William Allan Corporation use?**
The William Allan Corporation's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does The William Allan Corporation report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/133147

**What changed in The William Allan Corporation's recent Form ADV filings?**
In the April 2026 filing data: Added the business name William Allan Wealth Management. Regulatory assets under management went from $185,211,069 to $204,438,799 (+10%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $204,438,799
- Discretionary: $204,438,799
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 161 | $49,711,134 |
| High net worth individuals | 65 | $152,448,494 |
| Charitable organizations | 1 | $91,999 |
| Corporations or other businesses not listed above | 12 | $2,187,172 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 12 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, NH, NV, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Long Beach, CA

### Websites listed on Form ADV (Item 1.I)
- lastinvestor.substack.com
- smartmunnie.net/blog
- willallan.com
- Facebook @willallaninc
- LinkedIn @william-allan-llc
- X @WILLIAMALLANLLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $134,172,159 | 8 | June 4, 2021 |
| October 2022 | $170,618,269 | 8 | September 26, 2022 |
| October 2023 | $146,583,608 | 8 | March 31, 2023 |
| October 2024 | $169,607,569 | 8 | July 12, 2024 |
| October 2025 | $185,211,069 | 11 | March 27, 2025 |
| October 2026 | $204,438,799 | 12 | April 23, 2026 |

Regulatory assets under management: $134,172,159 in the October 2021 data and $204,438,799 in the October 2026 data, up 52%.
Total employees: 8 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Added the business name William Allan Wealth Management.
- Regulatory assets under management went from $185,211,069 to $204,438,799 (+10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The William Allan Corporation (CRD 133147): Form ADV filing data as of October 2026.