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| Allegiance Financial Group Advisory Services LLC
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|---|---|
| CRD # | 313110 |
| SEC # | 801-122267 |
| CIK # | 0001964068 |
| AUM | 675.0 M (2026-05-21) |
| Employees | 12 (100% Investors, 42% Brokers) |
| Phone | 703-242-7900 |
| Address | 374 Maple Avenue East Vienna, VA 22180 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 13.8 | ||
| Facebook Inc | 4.8 | ||
| Apple Inc | 3.6 | ||
| Nvidia Corp | 3.3 | ||
| Alphabet Inc | 3.0 | ||
| Uber Technologies Inc | 2.4 | ||
| New Providence Acquisition Corp | 2.4 | ||
| First Citizens Bancshares Inc /DE/ | 2.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 418 | 140.5 |
| (b) Individuals (high net worth individuals) | 153 | 458.4 |
| (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 | 34 | 76.1 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,525 | 675.0 |
| By Discretionary | ||
| Discretionary | 1,475 | 592.8 |
| Non-Discretionary | 50 | 82.2 |
| Total | 1,525 | 675.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 30.0 | |
| United States Persons | 645.0 | |
| Total | 1,525 | 675.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001964068] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 (1 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
|
Jacobson & Schmitt Advisors LLC
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|
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|
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Waterway Wealth Management LLC
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Demming Financial Services Corp
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|
Tounjian Advisory Partners LLC
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FL | 675.5 M |
|
Little House Capital LLC
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MA | 675.2 M |
|
Ballast Advisors LLC
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MN | 674.5 M |
|
Integral Investment Advisors Inc
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CA | 673.9 M |