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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-10-2005
- Office Locations
- 4
Office Locations
About THE William Allan Corporation
The William Allan Corporation is an independent, fee-only wealth manager serving individuals, families, business owners, and select institutions. The firm pairs goal-based financial planning with strategic tax and estate planning, and manages portfolios through disciplined security selection and diversification. Investment approach emphasizes concentrated holdings in high-quality companies bought below fair value, often implemented with ETFs (Schwab-custodied).
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
JASON CYRIL CRAWSHAW
Chief Compliance Officer, President
- CRD
- #4183082
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MARCUS BRENDAN CRAWSHAW
Associate
- CRD
- #2803634
MELISSA M GOING
--
- CRD
- #6015220
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $204,438,799 | $325,022 |
| Non-Discretionary | $0 | -- |
| Total | $204,438,799 | $325,022 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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