Allegiance Financial Group

$675MAssets under management
as of May 2026 · SEC Form ADV
Vienna, VA
Visit website
7 people on Advicer connected to this.

Tech stack

No one at Allegiance Financial Group has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $297M held · filed Apr 2024
Pershing
Per Form ADV · $39M held · filed Apr 2024
Fidelity
Per Form ADV · $37M held · filed Apr 2024