Allegiance Financial Advisors provides financial planning and portfolio management for individuals and small businesses.
Allegiance Financial Advisors reports 338 clients. They include 239 individual clients, 97 high-net-worth individuals and 1 pension or profit-sharing plan. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $182M across 480 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 71% | 32% |
| High-net-worth individuals | 29% | 64% |
| Pension and profit-sharing plans | <1% | 5% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 239 | $57.4M | 31.5% | $240K |
| High-net-worth individuals | 97 | $116M | 63.7% | $1.19M |
| Pension and profit-sharing plans | Fewer than 5 | $8.63M | 4.7% | $8.63M |
| Corporations and other businesses | Fewer than 5 | $78.8K | 0.0% | $78.8K |
| Total | 338 | $182M | 100% | — |
- Clients
- 239
- Regulatory AUM
- $57.4M
- AUM share
- 31.5%
- Avg. per client
- $240K
- Clients
- 97
- Regulatory AUM
- $116M
- AUM share
- 63.7%
- Avg. per client
- $1.19M
- Clients
- Fewer than 5
- Regulatory AUM
- $8.63M
- AUM share
- 4.7%
- Avg. per client
- $8.63M
- Clients
- Fewer than 5
- Regulatory AUM
- $78.8K
- AUM share
- 0.0%
- Avg. per client
- $78.8K
Total
- Clients
- 338
- Regulatory AUM
- $182M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Allegiance Financial Advisors charges 1.00%–1.75% a year for its Investment supervisory services (model portfolios). Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and requires an account of at least $50,000. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$250K | 1.75% |
| $250K–$750K | 1.50% |
| $750K–$1.25M | 1.25% |
| $1.25M and above | 1.00% |
Fee details and sources
Other fees
- Consulting services
- Consulting is billed at $200 an hour or as a fixed fee typically $500 to $4,000, with the total hours estimated at the start of the relationship.
- Financial planning
- Financial planning is billed at $200 an hour or as a fixed fee typically $500 to $4,000 for a comprehensive plan; any advance payment is capped at $500 and hourly work is billed monthly in arrears.
Alfred Dellaporta owns 75% or more of Allegiance Financial Advisors. The leadership team of Allegiance Financial Advisors includes President Alfred Dellaporta and Chief Compliance Officer Tammara Toton. It has 7 employees, 6 of them in advisory roles.
Staff
- 7 employees
- 6 in advisory functions
- 7 state-registered reps
- 7 broker-dealer reps
- 7 insurance agents
- Owns 75% or more of Allegiance Financial Advisors, Inc.
Alfred Dellaporta
Control person · since March 2005
Allegiance Financial Advisors’ regulatory assets grew 1.7× from $108M (April 2021) to $182M (February 2026); clients rose from 218 to 338 and employees from 6 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $182M | 338 | 7 | 1 |
| Feb 2025February 2025 | $154M | 311 | 7 | 1 |
| Feb 2024February 2024 | $131M | 238 | 7 | 1 |
| Mar 2023March 2023 | $117M | 290 | 7 | 1 |
| Mar 2022March 2022 | $135M | 269 | 7 | 1 |
| Apr 2021April 2021 | $108M | 218 | 6 | 1 |
Besides its headquarters, Allegiance Financial Advisors has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 3112 St. Johns Bluff Road South, JacksonvilleHQ
Contact and registration details
- Legal name
- Allegiance Financial Advisors, Inc.
- Headquarters
- 3112 St. Johns Bluff Road South, Jacksonville, FL 32246-3712
- Website
- allegianceadvisors.com
- Phone
- 904-642-4401
- SEC file
- 801-121302
- Structure
- Florida corporation
- Fiscal year end
- December
Allegiance Financial Advisors’ named custodian for separately managed accounts is Fidelity ($182M). Allegiance Financial Advisors does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $182M100%
At year end, Allegiance Financial Advisors’ separately managed accounts were mostly in funds (85%).
What the accounts hold
- Stocks6%
- Funds85%
- Cash9%
How many clients does Allegiance Financial Advisors have?
Allegiance Financial Advisors has 338 clients and manages $182 million for them, as of February 2026. They include 239 individual clients, 97 high-net-worth individuals and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 February 2026
What services does Allegiance Financial Advisors offer?
Allegiance Financial Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Allegiance Financial Advisors charge?
Allegiance Financial Advisors charges 1.00%–1.75% a year for its Investment supervisory services (model portfolios). Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and requires an account of at least $50,000.
Which custodians does Allegiance Financial Advisors use?
Allegiance Financial Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $182M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 February 2026
How many financial advisors does Allegiance Financial Advisors have?
Allegiance Financial Advisors has 7 investment adviser representatives registered with state securities authorities, out of 7 employees, and 6 perform investment advisory functions. 7 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Allegiance Financial Advisors invest in?
At the end of its last fiscal year, Allegiance Financial Advisors’ separately managed accounts held 85% registered funds (mutual funds, ETFs, BDCs), 9% cash and equivalents and 6% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Allegiance Financial Advisors have a minimum investment?
Yes, Allegiance Financial Advisors’ minimum account size for its Investment supervisory services (model portfolios) is $50K.
Who owns Allegiance Financial Advisors?
Allegiance Financial Advisors’ direct owner is Alfred Dellaporta (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 February 2026
How does Allegiance Financial Advisors get paid?
Allegiance Financial Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Allegiance Financial Advisors?
Allegiance Financial Advisors’ main office is at 3112 St. Johns Bluff Road South, Jacksonville, FL 32246-3712. Its phone number is 904-642-4401. Its website is allegianceadvisors.com.