Allegiance Financial Group Advisory Services LLC
● SEC registered since 2021CRD 313110SEC# 801-122267Vienna, VA
Reg. AUM
$675M
Employees
12
Accounts
1,525
Location
Vienna, VA
Allegiance Financial Group Advisory Services LLC assets under management
Allegiance Financial Group Advisory Services LLC operates as an SEC-registered investment adviser based in Vienna, VA. The firm has been registered since 2021. It reports $675 million in regulatory assets under management and employs 12 people.
Allegiance Financial Group Advisory Services LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Assaf Meir Pinchas Control | Chief Compliance Officer | Under 5% | 2021 |
| Banksy Holdings LLC Control | Owner | 25-50% | 2026 |
| Hle Holdings LLC | Owner | Under 5% | 2026 |
| Ift 95 Hoo Holdings LLC Control | Owner | 25-50% | 2026 |
| Smw Holdings LLC Control | Owner | 25-50% | 2026 |
| Assaf Meir Pinchas Control | Owner | Over 75% | 2025 |
| Charles Richard Cooke Control | Owner | Over 75% | 2025 |
| Haley Lynn Ellis | Owner | Over 75% | 2025 |
| Shawn Michael Williamson Control | Owner | Over 75% | 2025 |
Frequently asked questions
How much does Allegiance Financial Group Advisory Services LLC manage?
Allegiance Financial Group Advisory Services LLC reports $675 million in regulatory assets under management on its Form ADV.
How many employees does Allegiance Financial Group Advisory Services LLC have?
Allegiance Financial Group Advisory Services LLC reports 12 employees.
Where is Allegiance Financial Group Advisory Services LLC located?
Allegiance Financial Group Advisory Services LLC is based in Vienna, VA and has been SEC-registered since 2021.
Does Allegiance Financial Group Advisory Services LLC disclose fund performance?
Allegiance Financial Group Advisory Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 374 Maple Avenue East, Suite 204, Vienna, VA 22180 |
| Phone | (703) 242-7900 |
| Fax | (703) 242-5718 |
| Office hours | By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1964068 |
| Discloses disciplinary history | No |
Regulatory AUM
$675M▲ 34%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,306 advisers
EmployeesTop 35%
More than 65% of 16,824 advisers
Assets under management
$675Mregulatory AUM
Discretionary $592.8MNon-discretionary $82.2M