$675.0M Total AUM
$592.8M Disc. AUM
21.7% 3Y CAGR
12 Employees
607 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Momentum pathway
- Established Date
- 09-03-2021
- Office Locations
- 3
Office Locations
1721 Allens Lane Suite 103 Wilmington NC
201 North Spence Avenue Suite 407 Goldsboro NC
374 Maple Avenue East Suite 204 Vienna VA
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.
Team overview
48 AVG AGE
$56.2M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
2.9 yrs AVG TENURE
12 Employees
12 Advisory Reps
5 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Summit Harbor Vital legacy Crest focus Value
Client Personas
Wave
Custodian
Ember vital Fusion legacy Vertex fusion Pathway beacon
Fund Managers
Optima glacier
Investment Themes
Horizon
Investment Vehicles
Capital Element glacier
Platform
Peak
Services
Glacier Timber Insight foundation Meridian Optima horizon
Technology
Alpha delta
Owner & Executives
ASSAF MEIR PINCHAS
Chief Compliance Officer, Partner
- CRD
- #2618726
- Ownership
- Less than 5%
(468) 946-9952
ember.insight@insightcapital.com
in linkedin.com/in/matrix-fusion
Showing 1 of 1 owners & executives
Unlock allContacts
S
Samantha Buchanan
--
- CRD
- #8206495
(489) 576-3205
capital.alpha@signalcapital.com
in linkedin.com/in/north-ridge
CHARLES RICHARD COOKE
--
- CRD
- #4061199
(567) 848-4455
wave.fusion@momentumcapital.com
in linkedin.com/in/summit-wave
O
Optima peak
Vital catalyst legacy
- CRD
- #91205
(546) 829-2975
glacier.ember@elementcapital.com
in linkedin.com/in/vector-summit
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $674,998,291
Public Funds:
20.1% Equity - Exchange:
6.3% U.S. Government/Agency:
22.6% Cash:
17.6% Other:
33.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,373,889,141 | 20.1% |
| Equity - Exchange | $430,621,970 | 6.3% |
| U.S. Government/Agency | $1,544,770,875 | 22.6% |
| Cash | $1,203,007,407 | 17.6% |
| Other | $2,282,979,965 | 33.4% |
| Total | $6,835,269,358 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA CREST VITAL | WAVE DELTA | I7TBPDJVN | TTTT | 5.63% | $77,170,049 |
| OPTIMA MATRIX VERTEX | UNISON MATRIX | MYJSDC0TO | ACSZ | 3.70% | $65,418,581 |
| VERTEX ELEMENT | LEGACY INSIGHT | A22ZTOP4R | XUHUE | 11.13% | $16,914,305 |
| RADIAL PATHWAY PEAK | MOMENTUM OPTIMA | AWPE2IZJN | ADUAJ | 6.23% | $16,311,750 |
| ELEMENT FOUNDATION | BRIDGE OPTIMA | HHWHYOQKS | AVGZ | 12.02% | $96,737,097 |
| PRIME ALPHA ELEMENT | NORTH MOMENTUM | 93PE95F1D | AABN | 1.80% | $118,614,433 |
| FRONTIER HARBOR | UNISON SIGNAL | 6PN9ELEXR | GTIAH | 10.69% | $40,290,640 |
| ATLAS HARBOR ELEMENT | HARBOR BEACON | Z41CJA9FF | EDCRW | 4.35% | $75,521,224 |