{"url":"https://nivawealth.com/firms/allegiance-financial-group-advisory-services-313110","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/313110","regulatoryAum":674998291,"crd":"313110","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8206495","suffix":null,"lastName":"Buchanan","firstName":"Samantha","middleName":null},{"crd":"4061199","suffix":null,"lastName":"COOKE","firstName":"CHARLES","middleName":"RICHARD"},{"crd":"6707502","suffix":null,"lastName":"Ellis","firstName":"Haley","middleName":"Lynn"},{"crd":"2618726","suffix":null,"lastName":"PINCHAS","firstName":"ASSAF","middleName":"MEIR"},{"crd":"7126476","suffix":null,"lastName":"THOMPSON","firstName":"BRETT","middleName":"ANTHONY"},{"crd":"8140895","suffix":null,"lastName":"Welsh","firstName":"Garrett","middleName":null},{"crd":"2829022","suffix":null,"lastName":"WILLIAMSON","firstName":"SHAWN","middleName":"MICHAEL"}],"total":7,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-03-19","regulatoryAum":339844418,"clients":533,"employees":9,"offices":3},{"filedOn":"2023-03-19","regulatoryAum":328570499,"clients":834,"employees":10,"offices":3},{"filedOn":"2024-04-15","regulatoryAum":418754604,"clients":648,"employees":10,"offices":3},{"filedOn":"2025-03-28","regulatoryAum":505014157,"clients":583,"employees":10,"offices":3},{"filedOn":"2026-05-21","regulatoryAum":674998291,"clients":605,"employees":12,"offices":2}],"acquisitions":[{"date":"2023-11-01","datePrecision":"day","name":"Cooke Capital","crd":null,"source":"press","dealType":"acquisition","sellerAum":null,"sellerAumDate":null,"sourceUrl":"https://www.afgas.net/blog/press-release-cooke-capital-and-allegiance-financial-group-announce-rebran"}],"secFileNumber":"801-122267","legalName":"Allegiance Financial Group Advisory Services LLC","displayName":"Allegiance Financial Group Advisory Services","slug":"allegiance-financial-group-advisory-services-313110","website":"https://afgas.net/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2021","organization":"Virginia limited liability company","fiscalYearEnd":"December","headquarters":{"street":"374 Maple Avenue East, Suite 204","city":"Vienna","state":"VA","stateName":"Virginia","country":"United States","postalCode":"22180"},"tradeNames":["Afgas"],"registration":{"secApproved":"3 September 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1048873.6322241682,"staff":{"employees":12,"advisory":12,"brokerDealerReps":5,"insuranceAgents":5,"promoters":0},"aum":{"regulatory":674998291,"discretionary":592806077,"discretionaryAccounts":1475,"nonDiscretionary":82192214,"nonDiscretionaryAccounts":50,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":2},"clientTypes":[{"label":"Individuals (other than HNW)","clients":418,"regulatoryAum":140511776},{"label":"High-net-worth individuals","clients":153,"regulatoryAum":458395068},{"label":"Pension and profit-sharing plans","clients":34,"regulatoryAum":76091447}],"feePrograms":[{"role":"main","program":"Investment Management Fees","feeBasis":"marginal","fee_tiers":[{"to":1000000,"pct":1.5,"from":0},{"to":5000000,"pct":1.25,"from":1000000},{"to":10000000,"pct":0.8,"from":5000000},{"to":20000000,"pct":0.7,"from":10000000},{"to":50000000,"pct":0.6,"from":20000000},{"to":null,"pct":0.5,"from":50000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026865","versionId":1026865,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-26","documentName":"ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES ADV PART 2A","fee_rate_low":0.5,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning","summary":"Fixed fees generally range from $1,000 to $100,000 per annum; 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Allegiance Financial Group Advisory Services offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Allegiance Financial Group Advisory Services charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Allegiance Financial Group Advisory Services use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Allegiance Financial Group Advisory Services have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Allegiance Financial Group Advisory Services invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Allegiance Financial Group Advisory Services?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Allegiance Financial Group Advisory Services get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Allegiance Financial Group Advisory Services?","answer":"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. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}