Allegiance Financial Group
Firm details
- Headquarters
- Vienna, Virginia
- CRD number
- 313110
- Registered since
- September 3, 2021
- Website
- www.afgas.net
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.91%
- Individuals20.82%
- Pension & Profit Sharing Plans11.27%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Allegiance Financial Group is an independent SEC-registered registered investment adviser organized as an LLC (SEC registration began in 2021). The firm serves both individual and family clients as well as institutional investors and functions as a capital allocator, meaning it places client capital with third‑party managers in addition to managing in‑house portfolios. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Fee arrangements are flexible across percentage-of-AUM, hourly, and fixed-fee models. The firm is not listed as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities12%
- US Government Bonds3%
- Cash & Cash Equivalents2%
- Other1%
Contacts
3 of 7
Haley Ellis
Director of OperationsCRD 6707502
Brett Thompson
Associate Financial PlannerCRD 7126476
Garrett Welsh
ParaplannerCRD 8140895
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$476M in ETFs
33%
$157M
67%
$319M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $66.7M | 180,147 | 14.01% |
Location
Vienna, VA
Fairfax
Location
Vienna, VA
Headquartered in Vienna, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 374 Maple Ave E
- Time zone
- ET (UTC-5)
- Office locations
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