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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-03-2021
- Office Locations
- 3
Office Locations
About Allegiance Financial Group
Allegiance Financial Group (AFGAS) is an independent wealth management and financial planning firm offering retirement, tax, business, and estate planning through a holistic, consultative process to help clients protect and grow wealth. With offices in Virginia and North Carolina, it serves clients nationwide and can custody assets with major platforms such as Schwab and Fidelity.
Reported data analysis
What the numbers show
Between October 2, 2025 and May 21, 2026, reported AUM increased 33.7%, from $505.0M to $675.0M.
Across 5 reported observations, AUM increased 98.6% between November 7, 2022 and May 21, 2026, from $339.8M to $675.0M.
Of the latest reported AUM, 87.8% is discretionary and 12.2% is non-discretionary.
The firm reports 12 advisory representatives and 607 clients, or 50.6 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 3 reported office locations and 5 years in operation. The source data was last updated on May 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Allegiance Financial Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ASSAF MEIR PINCHAS
Chief Compliance Officer, Partner
- CRD
- #2618726
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Samantha Buchanan
--
- CRD
- #8206495
CHARLES RICHARD COOKE
--
- CRD
- #4061199
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $592,806,077 | $401,902 |
| Non-Discretionary | $82,192,214 | $1,643,844 |
| Total | $674,998,291 | $442,622 |
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Separately Managed Accounts
SMA allocation detail is available
Allegiance Financial Group has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Allegiance Financial Group's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.