FORT COLLINS, COCRD 133147Latest ADV April 23, 2026
The William Allan Corporation is an SEC registered investment adviser organized as a corporation with a primary office location in Fort Collins, CO. Its latest Form ADV filing, dated April 23, 2026, reports $204M in regulatory assets under management, 12 employees, 1 office, and 629 accounts.
Assets Under Management
$204M
Employees
12
Offices
1 office
Total Clients
239
Primary office
FORT COLLINS, CO
3711 JOHN F KENNEDY PKWY., SUITE 420, FORT COLLINS, CO, United States
Top client segmentIndividuals represent 67.4% of total clients.
Top client categories% of clientsClients
1
Individuals
67.4%
161
2
HNWI
27.2%
65
3
Corporations
5.0%
12
4
Charitable
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$204Mas of April 23, 2026
Discretionary100.0%
$204M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$204M
Total Accounts629
10Y AUM Change+$70M (+52.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee20:1
10Y Employee Change+4 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.