Allegiance Financial Group Advisory Services provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Allegiance Financial Group Advisory Services reports 605 clients. They include 418 individual clients, 153 high-net-worth individuals, and 34 pension and profit-sharing plans. Of its assets, 87.8% ($593M across 1,475 accounts) are managed with discretion; $82.2M across 50 accounts are not. Of its clients, 1% are outside the U.S. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 69% | 21% |
| High-net-worth individuals | 25% | 68% |
| Pension and profit-sharing plans | 6% | 11% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 418 | $141M | 20.8% | $336K |
| High-net-worth individuals | 153 | $458M | 67.9% | $3M |
| Pension and profit-sharing plans | 34 | $76.1M | 11.3% | $2.24M |
| Total | 605 | $675M | 100% | $1.12M |
- Clients
- 418
- Regulatory AUM
- $141M
- AUM share
- 20.8%
- Avg. per client
- $336K
- Clients
- 153
- Regulatory AUM
- $458M
- AUM share
- 67.9%
- Avg. per client
- $3M
- Clients
- 34
- Regulatory AUM
- $76.1M
- AUM share
- 11.3%
- Avg. per client
- $2.24M
Total
- Clients
- 605
- Regulatory AUM
- $675M
- AUM share
- 100%
- Avg. per client
- $1.12M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Allegiance Financial Group Advisory Services charges 0.50%–1.50% a year for its Investment Management Fees. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.50% |
| $1M–$5M | 1.25% |
| $5M–$10M | 0.80% |
| $10M–$20M | 0.70% |
| $20M–$50M | 0.60% |
| $50M and above | 0.50% |
Fee details and sources
Other fees
- Financial Planning
- Fixed fees generally range from $1,000 to $100,000 per annum; hourly fees generally range from $300 to $600 for senior advisors and $100 to $200 for staff.
Ift 95 Hoo Holdings LLC owns 25% to 50% of Allegiance Financial Group Advisory Services and is in turn owned by Assaf Pinchas (75% or more). The leadership team of Allegiance Financial Group Advisory Services includes Chief Compliance Officer Assaf Pinchas. It has 12 employees.
Leadership
- Assaf PinchasChief Compliance Officer
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Samantha Buchanan
- Charles Richard Cooke
- Haley Lynn Ellis
- Assaf Meir Pinchas
- Brett Anthony Thompson
- Garrett Welsh
- Shawn Michael Williamson
Staff
- 12 employees
- 12 in advisory functions
- 5 state-registered reps
- 5 broker-dealer reps
- 5 insurance agents
- Owns 75% or more of Allegiance Financial Group Advisory Services LLC
Haley Ellis
since December 2025
- Owns 25% to 50% of Allegiance Financial Group Advisory Services LLC
Ift 95 Hoo Holdings LLC
Control person · since January 2026
- Owns 75% or more of Ift 95 Hoo Holdings LLC
Assaf Pinchas
Control person · since December 2025
- Owns 25% to 50% of Allegiance Financial Group Advisory Services LLC
Banksy Holdings LLC
Control person · since January 2026
- Owns 75% or more of Banksy Holdings LLC
Charles Cooke
Control person · since December 2025
- Owns 25% to 50% of Allegiance Financial Group Advisory Services LLC
SMW Holdings LLC
Control person · since January 2026
- Owns 75% or more of SMW Holdings LLC
Shawn Williamson
Control person · since December 2025
Allegiance Financial Group Advisory Services’ regulatory assets grew 2.0× from $340M (March 2022) to $675M (May 2026); clients rose from 533 to 605 and employees from 9 to 12. In 2023, Cooke Capital joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $675M | 605 | 12 | 2 |
| March 2025 | $505M | 583 | 10 | 3 |
| April 2024 | $419M | 648 | 10 | 3 |
| March 2023 | $329M | 834 | 10 | 3 |
| March 2022 | $340M | 533 | 9 | 3 |
Firms that joined
20231 joined
- Cooke CapitalNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Allegiance Financial Group Advisory Services has 1 office, with 2 listed addresses in North Carolina and Virginia.
North Carolina · 1 listed address
- 1721 Allens Lane, Wilmington
Virginia · 1 listed address
- 374 Maple Avenue East, Suite 204, ViennaHQ
Other business names
Allegiance Financial Group Advisory Services has reported 1 other business name to the SEC.
- Afgas
Contact and registration details
- Legal name
- Allegiance Financial Group Advisory Services LLC
- Headquarters
- 374 Maple Avenue East, Suite 204, Vienna, VA 22180
- Website
- afgas.net
- Phone
- 703-242-7900
- SEC file
- 801-122267
- Founded
- 2021
- Structure
- Virginia LLC
- Fiscal year end
- December
Allegiance Financial Group Advisory Services uses Charles Schwab ($462M, 78%) and Fidelity ($133M, 22%) as custodians for its separately managed accounts. Allegiance Financial Group Advisory Services has custody of $221M in client assets for 347 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $133M22%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $462M78%
At year end, Allegiance Financial Group Advisory Services’ separately managed accounts were mostly in funds (82%) and stocks (12%). Its reported 13F holdings for the quarter ended 30 June 2026 total $578M across 205 positions; the largest are Vanguard Index Fds (11.5%), American Centy ETF TR (10.7%) and American Centy ETF TR (6.5%).
What the accounts hold
- Stocks12%
- Funds82%
- Bonds3%
- Cash2%
- Other1%
- Various1%
Reported 13F holdings
- $578M
- Reported 13F value
- 205
- Positions
- 62.8%
- In the 10 largest
- +14.9%
- Value vs. prior quarter
- Vanguard Index Fds · Total Stk Mkt11.5%
- American Centy ETF TR · US Large Cap Vlu10.7%
- American Centy ETF TR · Intl Smcp Vlu6.5%
- Dimensional ETF Trust · US Core EQT Mkt6.0%
- American Centy ETF TR · US Sml CP Valu5.7%
- American Centy ETF TR · Avantis Core FI4.9%
- Dimensional ETF Trust · Shor Dur Fix ETF4.8%
- American Centy ETF TR · International LR4.4%
- iShares TR · Core MSCI Intl4.1%
- Dimensional ETF Trust · Intl Core EQT MK4.1%
Together, the ten largest are 62.8% of reported value.
How many clients does Allegiance Financial Group Advisory Services have?
Allegiance Financial Group Advisory Services has 605 clients and manages $675 million for them, as of May 2026. They include 418 individual clients, 153 high-net-worth individuals, and 34 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 May 2026
What services does Allegiance Financial Group Advisory Services offer?
Allegiance Financial Group Advisory Services provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Allegiance Financial Group Advisory Services charge?
Allegiance Financial Group Advisory Services charges 0.50%–1.50% a year for its Investment Management Fees. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES ADV PART 2A, filed 26 March 2026
Which custodians does Allegiance Financial Group Advisory Services use?
Allegiance Financial Group Advisory Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $462M and Fidelity Brokerage Services LLC (Smithfield, RI), with $133M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 May 2026
How many financial advisors does Allegiance Financial Group Advisory Services have?
Allegiance Financial Group Advisory Services has 5 investment adviser representatives registered with state securities authorities, out of 12 employees, and 12 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 5 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 Group Advisory Services invest in?
At the end of its last fiscal year, Allegiance Financial Group Advisory Services’ separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities, 3% U.S. government and agency bonds, 2% cash and equivalents and 1% other. The 1% other category is described as: Various.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Allegiance Financial Group Advisory Services?
Allegiance Financial Group Advisory Services is owned through holding companies by Assaf Pinchas, Shawn Williamson and Charles Cooke. Its direct owners are Ift 95 Hoo Holdings LLC (25% to 50%), Banksy Holdings LLC (25% to 50%), SMW Holdings LLC (25% to 50%) and Haley Ellis (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 21 May 2026
How does Allegiance Financial Group Advisory Services get paid?
Allegiance Financial Group Advisory Services 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 Group Advisory Services?
Allegiance Financial Group Advisory Services’ main office is at 374 Maple Avenue East, Suite 204, Vienna, VA 22180. Its phone number is 703-242-7900. Its website is afgas.net.