ALLEGIANCE FINANCIAL ADVISORS, INC.
SEC RegisteredPersonalized Financial Services
About the firm
Allegiance Financial Advisors, Inc. is built on a solid foundation of excellent client service and in-depth market knowledge. Their team of professionals have years of experience in financial services, creating strategies tailored to client needs and goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized financial services focused on client needs, wants, and long-term goals, including investment strategies, wealth building, asset preservation, and retirement planning.
Who they serve
Individuals investing to build wealth, protect their family, or preserve their assets, including those facing retirement or seeking to better understand investment ideas.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 239 | $57M |
| High Net Worth Individuals | 97 | $116M |
| Charitable Organizations | 1 | $8.6M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $250,000 | 1.75% |
| Next $500,000 | 1.50% |
| Next $500,000 | 1.25% |
| Additional Assets | 1.00% |
Data as of February 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ALLEGIANCE FINANCIAL ADVISORS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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