JACKSONVILLE, FLCRD 127293Latest ADV February 10, 2026
Allegiance Financial Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Jacksonville, FL. Its latest Form ADV filing, dated February 10, 2026, reports $182M in regulatory assets under management, 7 employees, and 480 accounts.
Assets Under Management
$182M
Employees
7
Offices
--
Total Clients
338
Primary office
JACKSONVILLE, FL
3112 ST. JOHNS BLUFF ROAD SOUTH, JACKSONVILLE, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.7% of total clients.
Top client categories% of clientsClients
1
Individuals
70.7%
239
2
HNWI
28.7%
97
3
Pension Plans
0.3%
1
4
Corporations
0.3%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$182Mas of February 10, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$182M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$182M
Total Accounts480
10Y AUM Change+$74M (+68.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee48:1
10Y Employee Change+1 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.