RIA Intelligence

ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC

Legal name: ALLEGIANCE FINANCIAL GROUP

CRD #313110 SEC #801-122267 VIENNA, VA (703) 242-7900
SEC Registered
Total AUM
$505M
Discretionary
$447.2M
Employees
10
Clients
251
Accounts
1,410

Firm Details

Organization Type
Limited Liability Company
State of Formation
Virginia
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 2, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
COOKE, CHARLES, RICHARDIPARTNER, MEMBERC Control
COOKE, CHARLES, RICHARDIPARTNER, MEMBERC Control
COOKE, CHARLES, RICHARDIPARTNER, MEMBERC Control
COOKE, CHARLES, RICHARDIPARTNER, MEMBERC Control
COOKE, CHARLES, RICHARDIPARTNER, MEMBERC Control
COOKE, CHARLES, RICHARDIPARTNER, MEMBERC Control
COOKE, CHARLES, RICHARDIPARTNER, MEMBERC Control
COOKE, CHARLES, RICHARDIPARTNER, MEMBERC Control
COOKE, CHARLES, RICHARDIPARTNER, MEMBERC Control
COOKE, CHARLES, RICHARDIPARTNER, MEMBERC Control
COOKE, CHARLES, RICHARDIPARTNER, MEMBERC Control
COOKE, CHARLES, RICHARDIPARTNER, MEMBERC Control
COOKE, CHARLES, RICHARDIPARTNER, MEMBERC Control
COOKE, CHARLES, RICHARDIPARTNER, MEMBERC Control
COOKE, CHARLES, RICHARDIPARTNER, MEMBERC Control
COOKE, CHARLES, RICHARDIPARTNER, MEMBERC Control
COOKE, CHARLES, RICHARDIPARTNER, MEMBERC Control
COOKE, CHARLES, RICHARDIPARTNER, MEMBERC Control
COOKE, CHARLES, RICHARDIPARTNER, MEMBERC Control
COOKE, CHARLES, RICHARDIPARTNER, MEMBERC Control
COOKE, CHARLES, RICHARDIPARTNER, MEMBERC Control
COOKE, CHARLES, RICHARDIPARTNER, MEMBERC Control
PINCHAS, ASSAF, MEIRIWEALTH MANAGER, CHIEF COMPLIANCE OFFICER, FOUNDING MEMBERC Control
PINCHAS, ASSAF, MEIRIWEALTH MANAGER, CHIEF COMPLIANCE OFFICER, FOUNDING MEMBERC Control
PINCHAS, ASSAF, MEIRIWEALTH MANAGER, CHIEF COMPLIANCE OFFICER, FOUNDING MEMBERC Control
PINCHAS, ASSAF, MEIRIWEALTH MANAGER, CHIEF COMPLIANCE OFFICER, FOUNDING MEMBERC Control
PINCHAS, ASSAF, MEIRIWEALTH MANAGER, CHIEF COMPLIANCE OFFICER, FOUNDING MEMBERC Control
PINCHAS, ASSAF, MEIRIWEALTH MANAGER, CHIEF COMPLIANCE OFFICER, FOUNDING MEMBERC Control
PINCHAS, ASSAF, MEIRIWEALTH MANAGER, CHIEF COMPLIANCE OFFICER, FOUNDING MEMBERC Control
PINCHAS, ASSAF, MEIRIWEALTH MANAGER, CHIEF COMPLIANCE OFFICER, FOUNDING MEMBERC Control
PINCHAS, ASSAF, MEIRIWEALTH MANAGER, CHIEF COMPLIANCE OFFICER, FOUNDING MEMBERC Control
PINCHAS, ASSAF, MEIRIWEALTH MANAGER, CHIEF COMPLIANCE OFFICER, FOUNDING MEMBERC Control
PINCHAS, ASSAF, MEIRIWEALTH MANAGER, CHIEF COMPLIANCE OFFICER, FOUNDING MEMBERC Control
PINCHAS, ASSAF, MEIRIWEALTH MANAGER, CHIEF COMPLIANCE OFFICER, FOUNDING MEMBERC Control
PINCHAS, ASSAF, MEIRIWEALTH MANAGER, CHIEF COMPLIANCE OFFICER, FOUNDING MEMBERC Control
PINCHAS, ASSAF, MEIRIWEALTH MANAGER, CHIEF COMPLIANCE OFFICER, FOUNDING MEMBERC Control
PINCHAS, ASSAF, MEIRIWEALTH MANAGER, CHIEF COMPLIANCE OFFICER, FOUNDING MEMBERC Control
PINCHAS, ASSAF, MEIRIWEALTH MANAGER, CHIEF COMPLIANCE OFFICER, FOUNDING MEMBERC Control
PINCHAS, ASSAF, MEIRIWEALTH MANAGER, CHIEF COMPLIANCE OFFICER, FOUNDING MEMBERC Control
PINCHAS, ASSAF, MEIRIWEALTH MANAGER, CHIEF COMPLIANCE OFFICER, FOUNDING MEMBERC Control
PINCHAS, ASSAF, MEIRIWEALTH MANAGER, CHIEF COMPLIANCE OFFICER, FOUNDING MEMBERC Control
PINCHAS, ASSAF, MEIRIWEALTH MANAGER, CHIEF COMPLIANCE OFFICER, FOUNDING MEMBERC Control
PINCHAS, ASSAF, MEIRIWEALTH MANAGER, CHIEF COMPLIANCE OFFICER, FOUNDING MEMBERC Control
PINCHAS, ASSAF, MEIRIWEALTH MANAGER, CHIEF COMPLIANCE OFFICER, FOUNDING MEMBERC Control
WILLIAMSON, SHAWN, MICHAELIPARTNER, MEMBERC Control
WILLIAMSON, SHAWN, MICHAELIPARTNER, MEMBERC Control
WILLIAMSON, SHAWN, MICHAELIPARTNER, MEMBERC Control
WILLIAMSON, SHAWN, MICHAELIPARTNER, MEMBERC Control
WILLIAMSON, SHAWN, MICHAELIPARTNER, MEMBERC Control
WILLIAMSON, SHAWN, MICHAELIPARTNER, MEMBERC Control
WILLIAMSON, SHAWN, MICHAELIPARTNER, MEMBERC Control
WILLIAMSON, SHAWN, MICHAELIPARTNER, MEMBERC Control
WILLIAMSON, SHAWN, MICHAELIPARTNER, MEMBERC Control
WILLIAMSON, SHAWN, MICHAELIPARTNER, MEMBERC Control
WILLIAMSON, SHAWN, MICHAELIPARTNER, MEMBERC Control
WILLIAMSON, SHAWN, MICHAELIPARTNER, MEMBERC Control
WILLIAMSON, SHAWN, MICHAELIPARTNER, MEMBERC Control
WILLIAMSON, SHAWN, MICHAELIPARTNER, MEMBERC Control
WILLIAMSON, SHAWN, MICHAELIPARTNER, MEMBERC Control
WILLIAMSON, SHAWN, MICHAELIPARTNER, MEMBERC Control
WILLIAMSON, SHAWN, MICHAELIPARTNER, MEMBERC Control
WILLIAMSON, SHAWN, MICHAELIPARTNER, MEMBERC Control
WILLIAMSON, SHAWN, MICHAELIPARTNER, MEMBERC Control
WILLIAMSON, SHAWN, MICHAELIPARTNER, MEMBERC Control
WILLIAMSON, SHAWN, MICHAELIPARTNER, MEMBERC Control
WILLIAMSON, SHAWN, MICHAELIPARTNER, MEMBERC Control

Registrations

Federal

IA
Oct 2, 2025 REGISTERED

Notice Filings (13)

CA CO DC FL GA MD NC NH NJ NY OH TX VA

Address

374 MAPLE AVENUE EAST
SUITE 204
VIENNA, VA 22180
United States
Phone: (703) 242-7900