Allegiance Financial Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Vienna, VA. Its latest Form ADV filing, dated March 26, 2026, reports $675M in regulatory assets under management, 12 employees, 1 office, and 1,525 accounts.
Assets Under Management
$675M
Employees
12
Offices
1 office
Total Clients
605
Primary office
VIENNA, VA
374 MAPLE AVENUE EAST, SUITE 204, VIENNA, VA, 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 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.1% of total clients.
Top client categories% of clientsClients
1
Individuals
69.1%
418
2
HNWI
25.3%
153
3
Pension Plans
5.6%
34
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$675Mas of March 26, 2026
Discretionary87.8%
$593M
88% of total RAUM87.8%
Non-discretionary12.2%
$82M
12% of total RAUM12.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$675M
Total Accounts1,525
10Y AUM Change+$675M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee50:1
10Y Employee Change+5 (+71.4%)
* 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.