Allegiance Financial Group
Allegiance Financial Group is an SEC-registered wealth manager in Vienna, VA with $675.0M assets under management (AUM, regulatory AUM), +34% over one year. See who owns Allegiance Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 313110, SEC 801-122267, data through 2026-05-21.
- AUM (assets under management / regulatory AUM)
- $675.0M (2026-05-21)
- Firm type
- Wealth Manager
- Location
- Vienna, VA
- Employees
- 12
- Clients
- 605
- CRD
- 313110
- Ownership
- PINCHAS, ASSAF, MEIR; COOKE, CHARLES, RICHARD; WILLIAMSON, SHAWN, MICHAEL; HLE HOLDINGS LLC; BANKSY HOLDINGS LLC
How much AUM does Allegiance Financial Group have?
Allegiance Financial Group reported $675.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-21).
Who owns Allegiance Financial Group?
Disclosed owners and executives of Allegiance Financial Group include PINCHAS, ASSAF, MEIR, COOKE, CHARLES, RICHARD, WILLIAMSON, SHAWN, MICHAEL, HLE HOLDINGS LLC, BANKSY HOLDINGS LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.