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VERIFIEDJason Crawshaw
William Allan, Inc.
3711 John F Kennedy Pkwy
Suite 420
Fort Collins, CO 80525
951-768-0133
About William Allan, Inc.
Established in 2004, The William Allan Corporation is an SEC registered independent investment advisory firm committed to a singular mission: empowering our clients to achieve their financial aspirations through sustained capital growth and income. Serving a diverse clientele of over 200 individuals, families, businesses, trusts, and nonprofit organizations, we pride ourselves on personalized financial solutions tailored to meet specific goals. Our investment philosophy is grounded in decades of practical experience. Before founding William Allan, our team collectively spent twelve years managing The Westmoreland Group, a private equity group specializing exclusively in capital appreciation. This foundational strategy continues to shape our approach today. With more than 30 years of investing in stocks, we have adeptly navigated through significant periods of volatility, including six major market corrections. While the future remains unpredictable, our steadfast belief in disciplined investing, coupled with patience and perspective, consistently yields enduring outcomes. At William Allan, every client relationship is valued as a partnership. We invest alongside our clients, aligning our personal financial stakes with the portfolios we manage. This unwavering commitment underscores our confidence in our process and reinforces our dedication to your financial success.
See Disclosures
General Information
Firm Start Year
2002
No. of Employees
5-9
automated call
Yes
CRD#
4183082
Firm CRD#
133147
Name of Broker/Dealer
Charles Schwab & Co, Inc.
Name of Custodial Firm
Charles Schwab & Co, Inc.
Years of Experience in Financial Services
33
Number of Years with Current Firm
21
Work Experience
In addition to being CEO & President of William Allan Inc, Mr. Crawshaw has held the position of Chief Financial Officer ("CFO") twice in his career. Once with the Goetzman Group, a boutique consulting firm, and with the Farmers Financial Solutions where he was also the Finance & Operations Principal.
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations, Investment Clubs
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Tax Advice and Services
Services
Investment Types
Stocks, Bonds, Options & Futures, Exchange Traded Funds (ETFs), Mutual Funds
Can meet clients in the following ways
Email, Your Office, Phone, Video Conference, Our Offices, Your Home, Our Office
Compliance
Registered Investment Advisor
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CPA
Securities Licenses
Series 65
Firm Information
Firm's Number of Clients
225
Firm's Number of Managed Clients
225
Assets Managed by Firm
$210,000,000
Advisor's Number of Clients
240
Advisor's Number of Managed Clients
240
Advisor's Number of Planning Clients
0
Assets Managed by Advisor
$185,210,529
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Based on Assets, Flat Fee
Fee % Based on Assets
1.25
Minimum Fee Charged for Managed Accounts
500
Minimum Fee Charged for Hourly Planning Accounts
250
Education
B.S. Accounting -
Loyola Marymount
05/11/1988 -07/08/1992
Bachelor of Science - Accounting
Loyola Marymount University
08/15/1990 -05/15/1992
Disclosures
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest. https://static1.squarespace.com/static/681a5326ccd68368da947f5a/t/6894ca4775c0a16061d53ecc/1754581575625/William+Allan+CRS+2024.pdf
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1893135/retirementplanning-William-Allan,-Inc.-detailed-disclosure.html
Disclaimer
William Allan is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not constitute an endorsement of the firm by the SEC nor implies any specific level of skill or training. William Allan only transacts business in states in which it is properly registered or is excluded or exempted from registration. The information on this site is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. Nothing on this site constitutes individual advice, a recommendation, or an offer to buy any specific investment, product or service. All investing involves risk, including the possible loss of principal. Certain investments may be speculative, involve a high degree of risk, may require a minimum investment, and may only be offered to qualified investors through offering memorandums. This material may contain assumptions that are forward-looking statements, which are based on certain assumptions of future events. Actual events are difficult to predict and may differ from those assumed. There can be no assurance that forward-looking statements will materialize or that actual results will not be materially different from those described herein. A copy of William Allan's current written disclosure brochure filed with the SEC, which discusses, among other things, William Allan's business practices, services, and fees, is available on the SECs website at adviserinfo.sec.gov.