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|
| Keyboard |
| Allegiance Financial Advisors Inc
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|---|---|
| CRD # | 127293 |
| SEC # | 801-121302 |
| CIK # | |
| AUM | 181.9 M (2026-02-10) |
| Employees | 7 (86% Investors, 100% Brokers) |
| Phone | 904-642-4401 |
| Address | 3112 St Johns Bluff Road South Jacksonville, FL 32246-3712 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 239 | 57.4 |
| (b) Individuals (high net worth individuals) | 97 | 115.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 8.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 480 | 181.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 480 | 181.9 |
| Total | 480 | 181.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 181.9 | |
| Total | 480 | 181.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
SAFS LLC
✚
|
PA | 182.6 M |
|
Godfrey Financial Associates Inc
✚
|
NY | 182.5 M |
|
WOLD Financial Group LLC
✚
|
MN | 182.5 M |
|
MRD Inc
✚
|
181.7 M | |
|
RBP Investment Advisors Inc
✚
|
181.5 M | |
|
New Dimensions Wealth Management LLC
✚
|
TX | 181.5 M |
|
Spahn Wealth & Retirement LLC
✚
|
AZ | 181.4 M |
|
Enduring Wealth Management LLC
✚
|
ID | 181.4 M |
|
Balanced Financial Planning Inc
✚
|
KS | 181.3 M |
|
Rutherford Asset Planning Inc
✚
|
FL | 181.3 M |