ALLEGIANCE FINANCIAL ADVISORS, INC.

Overview

Allegiance Financial Advisors, Inc. is an independent, individual-owned registered investment adviser that provides financial planning and portfolio management primarily for individuals, families and small businesses. The firm uses a fee mix that includes a percentage of assets under management, hourly charges and fixed fees. It does not position itself as a capital allocator and does not market active ESG strategies. Investment activity is centered on pooled public vehicles—most of the firm's assets are invested in mutual funds and other public funds—while complementing those exposures with corporate debt and insurance products. The adviser reports that its relationships are largely non-discretionary, which suggests clients retain control over final trading decisions even as the firm provides advice and model implementation. The firm also reports an affiliation with an insurance company and offers annuity solutions alongside its advisory work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices