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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $505M | $447.2M | $57.8M | 10 | 2 |
| Mar 2025 | $505M | $447.2M | $57.8M | 10 | 2 |
| Mar 2025 | $505M | $447.2M | $57.8M | 10 | 2 |
| Apr 2024 | $418.8M | $327M | $91.7M | 10 | 5 |
| Mar 2024 | $418.8M | $327M | $91.7M | 9 | 5 |
| Jan 2024 | $328.6M | $291.7M | $36.9M | 9 | 2 |
| Jan 2024 | $328.6M | $291.7M | $36.9M | 10 | 2 |
| Jan 2024 | $328.6M | $291.7M | $36.9M | 9 | 2 |
| Nov 2023 | $328.6M | $291.7M | $36.9M | 9 | 2 |
| Nov 2023 | $328.6M | $291.7M | $36.9M | 9 | 2 |
| Mar 2023 | $328.6M | $291.7M | $36.9M | 10 | 2 |
| Mar 2023 | $339.8M | $338.6M | $1.3M | 10 | 0 |
| Mar 2023 | $339.8M | $338.6M | $1.3M | 9 | 0 |
| Jan 2023 | $339.8M | $338.6M | $1.3M | 9 | 0 |
| Nov 2022 | $339.8M | $338.6M | $1.3M | 9 | 0 |
| Sep 2022 | $339.8M | $338.6M | $1.3M | 8 | 0 |
| Sep 2022 | $339.8M | $338.6M | $1.3M | 8 | 0 |
| Mar 2022 | $339.8M | $338.6M | $1.3M | 9 | 0 |
| Jan 2022 | $281.8M | $270M | $11.8M | 9 | 0 |
| Dec 2021 | $281.8M | $270M | $11.8M | 7 | 0 |
| Sep 2021 | $0 | $0 | $0 | 7 | 0 |
| Aug 2021 | $0 | $0 | $0 | 7 | 0 |
DateOct 2025
Total AUM$505M
Discretionary$447.2M
Non-Disc.$57.8M
Employees10
Clients2
DateMar 2025
Total AUM$505M
Discretionary$447.2M
Non-Disc.$57.8M
Employees10
Clients2
DateMar 2025
Total AUM$505M
Discretionary$447.2M
Non-Disc.$57.8M
Employees10
Clients2
DateApr 2024
Total AUM$418.8M
Discretionary$327M
Non-Disc.$91.7M
Employees10
Clients5
DateMar 2024
Total AUM$418.8M
Discretionary$327M
Non-Disc.$91.7M
Employees9
Clients5
DateJan 2024
Total AUM$328.6M
Discretionary$291.7M
Non-Disc.$36.9M
Employees9
Clients2
DateJan 2024
Total AUM$328.6M
Discretionary$291.7M
Non-Disc.$36.9M
Employees10
Clients2
DateJan 2024
Total AUM$328.6M
Discretionary$291.7M
Non-Disc.$36.9M
Employees9
Clients2
DateNov 2023
Total AUM$328.6M
Discretionary$291.7M
Non-Disc.$36.9M
Employees9
Clients2
DateNov 2023
Total AUM$328.6M
Discretionary$291.7M
Non-Disc.$36.9M
Employees9
Clients2
DateMar 2023
Total AUM$328.6M
Discretionary$291.7M
Non-Disc.$36.9M
Employees10
Clients2
DateMar 2023
Total AUM$339.8M
Discretionary$338.6M
Non-Disc.$1.3M
Employees10
Clients0
DateMar 2023
Total AUM$339.8M
Discretionary$338.6M
Non-Disc.$1.3M
Employees9
Clients0
DateJan 2023
Total AUM$339.8M
Discretionary$338.6M
Non-Disc.$1.3M
Employees9
Clients0
DateNov 2022
Total AUM$339.8M
Discretionary$338.6M
Non-Disc.$1.3M
Employees9
Clients0
DateSep 2022
Total AUM$339.8M
Discretionary$338.6M
Non-Disc.$1.3M
Employees8
Clients0
DateSep 2022
Total AUM$339.8M
Discretionary$338.6M
Non-Disc.$1.3M
Employees8
Clients0
DateMar 2022
Total AUM$339.8M
Discretionary$338.6M
Non-Disc.$1.3M
Employees9
Clients0
DateJan 2022
Total AUM$281.8M
Discretionary$270M
Non-Disc.$11.8M
Employees9
Clients0
DateDec 2021
Total AUM$281.8M
Discretionary$270M
Non-Disc.$11.8M
Employees7
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0