The William Allan Corporation
- Regulatory AUM
- $204M
- Discretionary
- $204M
- Clients
- 239
- Avg AUM / client
- $855K
- Accounts
- 629
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 23, 2026
Investments (13F portfolio — 59 positions, $168,981,616)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Applied Matls Inc | COM | $15,292,881 | 44,743 | 9.05% | 7.48% |
| 2 | Alphabet Inc | CAP STK CL A | $10,086,401 | 35,076 | 5.97% | 4.93% |
| 3 | Apple Inc | COM | $9,459,725 | 37,274 | 5.6% | 4.63% |
| 4 | Walmart Inc | COM | $8,526,229 | 68,605 | 5.05% | 4.17% |
| 5 | Mastercard Incorporated | CL A | $7,192,106 | 14,394 | 4.26% | 3.52% |
| 6 | Starbucks Corp | COM | $5,701,060 | 63,635 | 3.37% | 2.79% |
| 7 | Amazon Com Inc | COM | $5,527,902 | 26,542 | 3.27% | 2.7% |
| 8 | Costco Wholesale Corporation | COM | $5,502,340 | 5,522 | 3.26% | 2.69% |
| 9 | Schwab Charles Corp | COM | $5,479,080 | 58,300 | 3.24% | 2.68% |
| 10 | Home Depot Inc | COM | $5,370,121 | 16,328 | 3.18% | 2.63% |
| 11 | Automatic Data Processing In | COM | $5,087,830 | 25,041 | 3.01% | 2.49% |
| 12 | Microsoft Corp | COM | $5,052,739 | 13,650 | 2.99% | 2.47% |
| 13 | Visa Inc | COM CL A | $4,675,215 | 15,469 | 2.77% | 2.29% |
| 14 | Paychex Inc | COM | $4,522,090 | 49,089 | 2.68% | 2.21% |
| 15 | Dell Technologies Inc | CL C | $4,439,881 | 27,051 | 2.63% | 2.17% |
| 16 | Pepsico Inc | COM | $4,333,437 | 27,905 | 2.56% | 2.12% |
| 17 | Hershey Co | COM | $4,014,564 | 19,311 | 2.38% | 1.96% |
| 18 | Otis Worldwide Corp | COM | $3,854,506 | 50,007 | 2.28% | 1.89% |
| 19 | D R Horton Inc | COM | $3,790,471 | 27,623 | 2.24% | 1.85% |
| 20 | Nike Inc | CL B | $3,759,591 | 71,177 | 2.22% | 1.84% |
| 21 | West Pharmaceutical Svsc Inc | COM | $3,390,157 | 13,526 | 2.01% | 1.66% |
| 22 | General Dynamics Corp | COM | $3,096,359 | 9,021 | 1.83% | 1.51% |
| 23 | United Parcel Svcs Inc | CL B | $2,993,261 | 30,425 | 1.77% | 1.46% |
| 24 | Disney Walt Co | COM | $2,829,815 | 29,361 | 1.67% | 1.38% |
| 25 | Monster Beverage Corp New | COM | $2,730,075 | 37,677 | 1.62% | 1.34% |
Top 25 of 59 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 161 | $49.7M | 24.3% |
| High net worth individuals | 65 | $152M | 74.6% |
| Charitable organizations | 1 | $92.0K | 0.05% |
| Corporations and other businesses | 12 | $2.2M | 1.07% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Citybuild Community Developmentcorporation EIN 208780063 | Dallas, TX | 12/31/2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jason Cyril Crawshaw | President/Chief Compliance Officer | Jan 2005 (22y) | 75% or more | |
| Melissa M Going | Registered representative | May 2012 (14y) | ||
| Larry L Gurewitz | Registered representative | Feb 2014 (13y) | ||
| Marcus Brendan Crawshaw | Registered representative | Feb 2014 (13y) | ||
| James Peter Monti | Registered representative | Sep 2018 (8y) | ||
| Andrew Moretine | Registered representative | Dec 2020 (6y) | ||
| Jyoti Amar Marshall | Registered representative | Dec 2020 (6y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Citybuild Community Developmentcorporation | Public charity | $12.5M | 12/31/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/23/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $201M (98% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 23, 2026.
View current Form ADV (SEC/IAPD) ↗