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ALLEGIANCE FINANCIAL ADVISORS, INC.
CRD 127293File 801-121302
APPROVED
Retail clients
Filing as of Feb 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$181.9M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $181.9M
Clients
338
480 accounts
Employees
7
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 27, 2021
- Principal office
- 3112 ST. JOHNS BLUFF ROAD SOUTH, JACKSONVILLE, FL, 32246-3712
- Phone
- 904-642-4401
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $181.9M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $181.9M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 480
- Total accounts
- 480
- AUM per client
- $538K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $79K |
| High net worth individuals | 97 | $115.9M |
| Pension and profit sharing plans | Fewer than 5 | $8.6M |
| Individuals (other than high net worth individuals) | 239 | $57.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.