# VON Halle, Allan

> VON Halle, Allan is a state-registered investment advisory firm, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 311062
- Filed as: VON HALLE, ALLAN
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311062
- AdvisorCensus page: https://advisorcensus.com/firm/von-halle-allan-311062

## Quick answers

**How is VON Halle, Allan compensated?**
On its Form ADV (Item 5.E, October 2026), VON Halle, Allan reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is VON Halle, Allan registered with the SEC or a state?**
VON Halle, Allan is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 311062.

**How much does VON Halle, Allan manage?**
VON Halle, Allan reports $9,330,093 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (6% discretionary).

**What types of clients does VON Halle, Allan serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3); high net worth individuals (1); charitable organizations (1).

**Does VON Halle, Allan report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/311062

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $9,330,093
- Discretionary: $554,662
- Non-discretionary: $8,775,431

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $2,593,650 |
| High net worth individuals | 1 | $424,030 |
| Charitable organizations | 1 | $6,312,413 |
| Corporations or other businesses not listed above | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. VON Halle, Allan (CRD 311062): Form ADV filing data as of October 2026.