THE WILLIAM ALLAN CORPORATION
Adviser information for THE WILLIAM ALLAN CORPORATION last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 7 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 4 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 669 | $169.6M |
| Non-Discretionary | 0 | $0 |
| Total | 669 | $169.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 158 | $41.1M |
| HNW Individuals | 62 | $127.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $83,309 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $740,760 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsCONSULTING SERVICES |
|---|---|
| Compensation | % of AUMHourly charges |
Principal Office
1068 SAILORS REEFFORT COLLINS
CO
United States
MONDAY-FRIDAY, 5AM-8AM, 5PM-10PM
Tel: 800-677-5309, Fax: 818-474-7050
Chief Compliance Officer
JASON CRAWSHAW
PRESIDENT
1068 SAILORS REEF
FORT COLLINS
CO
United States
Tel:
800-677-5309
Fax:
818-474-7050
J****@************M
(Full email address available in API data)
Industry Affiliates
| CRAWSHAW CPAS, INC. | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CRAWSHAW, JASON, CYRIL | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 08/2022 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 29th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| 3M CO | COM | 607K | 6K | – |
| ADOBE INC | COM | 2M | 4K | – |
| ALPHABET INC | CAP STK CL A | 7M | 37K | – |
| ALTRIA GROUP INC | COM | 214K | 5K | – |
| AMAZON COM INC | COM | 4M | 19K | – |
| AMERICAN EXPRESS CO | COM | 3M | 15K | – |
| APPLE INC | COM | 9M | 44K | – |
| APPLIED MATLS INC | COM | 12M | 53K | – |
| AUTOMATIC DATA PROCESSING IN | COM | 5M | 21K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 803K | 2K | – |
| BEST BUY INC | COM | 2M | 28K | – |
| BROWN FORMAN CORP | CL B | 3M | 62K | – |
| CHEMED CORP NEW | COM | 4M | 7K | – |
| COCA COLA CO | COM | 701K | 11K | – |
| COSTCO WHSL CORP NEW | COM | 7M | 8K | – |
| D R HORTON INC | COM | 4M | 28K | – |
| DIAGEO PLC | SPON ADR NEW | 1M | 8K | – |
| DISNEY WALT CO | COM | 3M | 33K | – |
| DOMINOS PIZZA INC | COM | 1M | 3K | – |
| GARMIN LTD | SHS | 2M | 10K | – |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 2M | 22K | – |
| GENERAL DYNAMICS CORP | COM | 3M | 9K | – |
| HERSHEY CO | COM | 1M | 7K | – |
| HOME DEPOT INC | COM | 5M | 14K | – |
| INTUIT | COM | 3M | 4K | – |
| LAUDER ESTEE COS INC | CL A | 637K | 6K | – |
| LOCKHEED MARTIN CORP | COM | 2M | 4K | – |
| LULULEMON ATHLETICA INC | COM | 2M | 5K | – |
| MASTERCARD INCORPORATED | CL A | 7M | 17K | – |
| MCCORMICK & CO INC | COM NON VTG | 669K | 9K | – |
| MERCK & CO INC | COM | 350K | 3K | – |
| MICROSOFT CORP | COM | 6M | 13K | – |
| NIKE INC | CL B | 3M | 39K | – |
| NOVO-NORDISK A S | ADR | 596K | 4K | – |
| NVIDIA CORPORATION | COM | 269K | 2K | – |
| OTIS WORLDWIDE CORP | COM | 5M | 47K | – |
| PAYCHEX INC | COM | 4M | 37K | – |
| PEPSICO INC | COM | 2M | 13K | – |
| REALTY INCOME CORP | COM | 658K | 12K | – |
| SCHWAB CHARLES CORP | COM | 4M | 49K | – |
| SIMON PPTY GROUP INC NEW | COM | 256K | 2K | – |
| SOUTHERN CO | COM | 650K | 8K | – |
| STARBUCKS CORP | COM | 5M | 62K | – |
| STRYKER CORPORATION | COM | 993K | 3K | – |
| UNITED PARCEL SERVICE INC | CL B | 4M | 28K | – |
| VEEVA SYS INC | CL A COM | 2M | 12K | – |
| VERIZON COMMUNICATIONS INC | COM | 350K | 8K | – |
| VISA INC | COM CL A | 4M | 16K | – |
| WALMART INC | COM | 6M | 86K | – |
| WEST PHARMACEUTICAL SVSC INC | COM | 1M | 3K | – |
| ZOETIS INC | CL A | 3M | 14K | – |