ALLEGIANCE FINANCIAL GROUP

Legal name: ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC

CRD 313110File 801-122267

APPROVED

Retail clients

Custody

Filing as of May 21, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$675.0M

Above cohort median (national)

Discretionary AUM

$592.8M

Non-discretionary $82.2M

Clients

605

1,525 accounts

Employees

Above cohort median in VA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Sep 3, 2021
Principal office: 374 MAPLE AVENUE EAST, SUITE 204, VIENNA, VA, 22180
Phone: (703) 242-7900
Website: https://www.afgas.net/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $675.0M
Discretionary AUM: $592.8M
Non-discretionary AUM: $82.2M
Discretionary accounts: 1,475
Non-discretionary accounts: 50
Total accounts: 1,525
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	153	$458.4M
Pension and profit sharing plans	34	$76.1M
Individuals (other than high net worth individuals)	418	$140.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.