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Allegiance Financial Advisors, Inc.

Allegiance Financial Advisors, Inc.. CRD 127293

Allegiance Financial Advisors, Inc. logo

CRD: 127293

Allegiance Financial Advisors, Inc.

Jacksonville, FL, 32246
9046424401
www.allegianceadvisors.com
$181.9M Total AUM
$0 Disc. AUM
16.8% 3Y CAGR
7 Employees
338 ADV. Clients
27 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
Momentum oakZenith +more
Established Date
06-01-1999
Office Locations
1

Office Locations

3112 St. Johns Bluff Road Jacksonville FL

About Allegiance Financial Advisors, Inc.

Allegiance Financial Advisors, Inc. is a Jacksonville, FL-based advisory firm providing personalized financial planning and portfolio construction for individuals, families, and business owners. The team focuses on long-term, goals-based strategies using asset allocation across mutual funds and ETFs, with support for retirement, tax planning, and insurance needs. Custody includes Fidelity/NFS.

Team overview

46 AVG AGE
$30.3M AVG AUM / ADVISOR
$538.3K AVG AUM / CLIENT
16.9 yrs AVG TENURE
7 Employees
6 Advisory Reps
7 RIA Reps
27yrs Firm Age

Insights

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Asset Classes

Delta oak Glacier Bridge ember

Client Personas

Summit Foundation

Custodian

Vector Bridge Wave Wave alpha Pathway Unison Beacon wave Vertex fusion Delta Quantum atlas

Investment Themes

Pathway optima Atlas legacy

Investment Vehicles

Beacon pioneer Optima beacon

Platform

Foundation momentum

Services

Prime Wave Value Zenith ember Atlas Insight beacon Summit Vital glacier

Technology

Matrix vital Legacy Vertex

Owner & Executives

A

ALFRED CHARLES DELLAPORTA

President

CRD
#1572372
Ownership
75% or more
(741) 650-5212
vertex.capital@capitalcapital.com
in linkedin.com/in/radial-bridge
T

TAMMARA ANN TOTON

Chief Compliance Officer

CRD
#4544032
Ownership
Less than 5%
(531) 758-7138
capital.value@capitalcapital.com
in linkedin.com/in/meridian-unison

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Contacts

B

BRENDA ANNE BARRETT

--

CRD
#4800525
(799) 922-8422
legacy.unison@pathwaycapital.com
in linkedin.com/in/harbor-glacier
E

ERIK BAKER BROOKS

--

CRD
#1637561
(656) 759-1975
beacon.pathway@pioneercapital.com
in linkedin.com/in/glacier-crest
O

Optima focus

Meridian prime north

CRD
#81292
(983) 747-6383
pioneer.legacy@zenithcapital.com
in linkedin.com/in/vertex-vector

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-04-2022
03-16-2023
02-26-2024
02-13-2025
02-10-2026
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $181,937,021 $379,035
Total $181,937,021 $379,035

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Separately Managed Accounts

Total SMA Asset: $181,937,021

$181.9M Total SMA
Public Funds:
33.5%
Cash:
37.8%
Equity - Exchange:
28.7%
Asset class Assets Assets %
Public Funds $1,545,112,049 33.5%
Cash $1,743,439,864 37.8%
Equity - Exchange $1,323,722,860 28.7%
Total $4,612,274,773 100.0%

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