SEC Form ADV · CIK 1964068

ALLEGIANCE FINANCIAL GROUP

Firm profile: Allegiance Financial Group — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserVA

$675.0M

Assets Under Management

1,525

Total Clients

Employees

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Registration Details

CIK: 1964068
Accession: CRD-313110
Location: VIENNA, VA
Filing Date: May 21, 2026
AUM: $675.0M
Total Clients: 1,525
Institutional Clients: 34
Employees: 12
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension Plans

About this Adviser

ALLEGIANCE FINANCIAL GROUP is a registered investment adviser headquartered in VIENNA, VA, managing approximately $675.0M in assets across 1,525 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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