# Allegiance Financial Group

> Allegiance Financial Group is an SEC-registered investment advisory firm in Vienna, VA, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 21, 2026.

- CRD: 313110
- Filed as: ALLEGIANCE FINANCIAL GROUP
- Legal name: Allegiance Financial Group Advisory Services LLC
- Also doing business as: AFGAS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Vienna, VA
- Filing period: October 2026
- Form ADV filing dated: May 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/313110
- AdvisorCensus page: https://advisorcensus.com/firm/allegiance-financial-group-vienna-va-313110

## Quick answers

**How is Allegiance Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Allegiance Financial Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Allegiance Financial Group charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Hourly rate: $300 to $600 an hour (financial planning services for Adviser’s senior advisors); Hourly rate: $100 to $200 an hour (financial planning services for Adviser’s staff). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Allegiance Financial Group located?**
Allegiance Financial Group's principal office is in Vienna, VA, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Allegiance Financial Group registered with the SEC or a state?**
Allegiance Financial Group is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313110.

**How much does Allegiance Financial Group manage?**
Allegiance Financial Group reports $674,998,291 in regulatory assets under management in its Form ADV filing dated May 21, 2026 (88% discretionary).

**How have Allegiance Financial Group's assets and staff changed since 2021?**
In the Form ADV data for Allegiance Financial Group: Regulatory assets under management: $0 in the October 2021 data and $674,998,291 in the October 2026 data. Total employees: 7 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Allegiance Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (418); high net worth individuals (153); pension and profit sharing plans (but not the plan participants or government pension plans) (34).

**Which custodians does Allegiance Financial Group use?**
Allegiance Financial Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Allegiance Financial Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/313110

**Does Allegiance Financial Group state an account minimum?**
Its Form ADV Part 2A brochure dated March 26, 2026 says: "There is no minimum account value required to open or maintain an account with Adviser."

**What changed in Allegiance Financial Group's recent Form ADV filings?**
In the April 2026 filing data: Added the business name Afgas. Employees performing advisory functions went from 6 to 12. Regulatory assets under management went from $505,014,157 to $674,998,291 (+34%). No longer lists an office in Goldsboro, NC. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Account minimum: None

> There is no minimum account value required to open or maintain an account with Adviser.

- Hourly rate: $300 to $600 an hour (financial planning services for Adviser’s senior advisors)

> Fixed financial planning fees generally range from $1,000 to $100,000 per annum, and hourly financial planning fees generally range from $300 - $600 per hour for Adviser’s senior advisors, and $100 - $200 for Adviser’s staff.

- Hourly rate: $100 to $200 an hour (financial planning services for Adviser’s staff)

> Fixed financial planning fees generally range from $1,000 to $100,000 per annum, and hourly financial planning fees generally range from $300 - $600 per hour for Adviser’s senior advisors, and $100 - $200 for Adviser’s staff.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $674,998,291
- Discretionary: $592,806,077
- Non-discretionary: $82,192,214

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 418 | $140,511,776 |
| High net worth individuals | 153 | $458,395,068 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 34 | $76,091,447 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 12 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, DC, FL, MD, NC, NH, NJ, NY, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Wilmington, NC

### Websites listed on Form ADV (Item 1.I)
- afgas.net
- wealthtender.com/advisory-firms/allegiance-financial-group-advisory-services-llc
- Facebook @afgas.net
- LinkedIn @afgas1
- LinkedIn @assaf-pinchas-74aba82a
- LinkedIn @charles-cooke-cfp®-70b82bb
- LinkedIn @haleyellisafgas
- LinkedIn @shawn-williamson-4a4113
- YouTube @UCNz030_KaEj_CxOlR94R8rQ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 7 | September 8, 2021 |
| October 2022 | $339,844,418 | 8 | September 22, 2022 |
| October 2023 | $328,570,499 | 10 | March 19, 2023 |
| October 2024 | $418,754,604 | 10 | April 15, 2024 |
| October 2025 | $505,014,157 | 10 | March 28, 2025 |
| October 2026 | $674,998,291 | 12 | May 21, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $674,998,291 in the October 2026 data.
Total employees: 7 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Added the business name Afgas.
- Employees performing advisory functions went from 6 to 12.
- Regulatory assets under management went from $505,014,157 to $674,998,291 (+34%).
- No longer lists an office in Goldsboro, NC.
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in GA, OH.

### November 2025
- Changed its office addresses in Wilmington, NC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Allegiance Financial Group (CRD 313110): Form ADV filing data as of October 2026.