William Allan Corp.
William Allan Corporation is a US-based wealth manager and registered investment adviser, headquartered in Long Beach, California. Established in 2004 (some sources mention 2001), the firm offers investment advisory services to individuals and institutional clients on a discretionary basis, with a focus on portfolio, tax, and estate planning. The company is fee-only, serving clients primarily investing for or in retirement, and typically manages multiple account types as unified portfolios. It employs approximately 8 staff members and works primarily with clients having portfolios over $250,000.
Investment Strategy
William Allan Corporation utilizes a disciplined, long-term investment strategy. The firm primarily builds portfolios of individual stocks to grow wealth during accumulation years, while gradually introducing more income-focused securities—such as REITs, preferred stocks, utilities, and bonds—tailored to client needs. Their approach emphasizes fiduciary duty, fee-only management, and thoughtful asset selection to achieve both growth and income objectives throughout different life stages, with a strong commitment to putting client interests first.
Top Holdings
Equity Positions (48)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMAT | APPLIED MATLS INC | 5.89% | $10.1M | 55,228 | $154.40 | $183.07 | +$2.8M |
M MA | MASTERCARD INCORPORATED | 5.32% | $9.1M | 16,236 | $359.22 | $561.94 | +$90.6K |
A AAPL | APPLE INC | 4.64% | $8.0M | 38,851 | $177.48 | $205.17 | -$532.1K |
W WMT | WALMART INC | 4.60% | $7.9M | 80,770 | $48.16 | $97.78 | +$673.6K |
C COST | COSTCO WHSL CORP NEW | 4.58% | $7.9M | 7,940 | $567.42 | $989.94 | +$256.1K |