Allegiance Financial Advisors, Inc.
Allegiance Financial Advisors, Inc. is an SEC-registered mass-market adviser in Jacksonville, FL with $181.9M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Allegiance Financial Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 127293, SEC 801-121302, data through 2026-02-10.
- AUM (assets under management / regulatory AUM)
- $181.9M (2026-02-10)
- Firm type
- Mass-Market Adviser
- Location
- Jacksonville, FL
- Employees
- 7
- Clients
- 338
- CRD
- 127293
- Ownership
- DELLAPORTA, ALFRED, CHARLES; MALTESE, JOSEPH, JAMES; DELLAPORTA, RONALD, CHARLES; LEONARD, BARBARA, MITCHELL; TOTON, TAMMARA, ANN
How much AUM does Allegiance Financial Advisors, Inc. have?
Allegiance Financial Advisors, Inc. reported $181.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-10).
Who owns Allegiance Financial Advisors, Inc.?
Disclosed owners and executives of Allegiance Financial Advisors, Inc. include DELLAPORTA, ALFRED, CHARLES, MALTESE, JOSEPH, JAMES, DELLAPORTA, RONALD, CHARLES, LEONARD, BARBARA, MITCHELL, TOTON, TAMMARA, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.