Allegiance Financial Group

RIASEC Registered

Total AUM

$675M

Discretionary

$593M

88% of AUM

Avg account

$443K

Accounts

1,525

Employees

Advisory reps

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

FINTRX

Overview

Allegiance Financial Group operates as a limited liability company and is an independent registered investment adviser that began SEC registration in 2021. Ownership is a mix of domestic entity and individual interests. The firm serves both individual/family and institutional clients and identifies itself as a capital allocator — combining in-house portfolio work with selection of third‑party managers. Advisory services emphasize comprehensive financial planning and portfolio management for individuals and small businesses, along with pension consulting and manager selection. Its fee arrangements include percentage‑of‑AUM pricing as well as hourly and fixed‑fee engagements. The firm does not market itself as an active ESG investor.