Allegiance Financial Group

Overview

Allegiance Financial Group is an SEC registered investment adviser based in Vienna, VA, registered since 2021. It reports $675M in assets under management across 1,525 accounts, with 12 employees. It has 7 investment adviser representatives.

Reported AUM

$675M

Discretionary

88%

Accounts

1,525

Average account

$443K

Employees

12

Advisory reps

7

Registered since

2021

Jurisdictions

11

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Assaf Meir Pinchas Chief Compliance Officer CRD 2618726

Advisory reps 3 of 7

• Samantha Buchanan Investment Adviser Rep CRD 8206495
• Charles R Cooke Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4061199
• Haley Lynn Ellis Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6707502

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

374 Maple Ave E Ste 204
Vienna, VA 22180

County

Fairfax

Metro area

Washington-Arlington-Alexandria, DC-VA-MD-WV

Region

South

Registrations

• SEC registered
• Registered in 11 jurisdictions
• Website: afgas.net

Every state, with registration dates

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