SEC Form ADV

ALLEGIANCE FINANCIAL ADVISORS, INC.

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

Registered Investment AdviserFL

$181.9M

Assets Under Management

480

Total Clients

Employees

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Registration Details

Accession: CRD-127293
Location: JACKSONVILLE, FL
Filing Date: February 10, 2026
AUM: $181.9M
Total Clients: 480
Institutional Clients: 1
Employees: 7
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCorporations

About this Adviser

ALLEGIANCE FINANCIAL ADVISORS, INC. is a registered investment adviser headquartered in JACKSONVILLE, FL, managing approximately $181.9M in assets across 480 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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