ALLEGIANCE FINANCIAL GROUP
ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC Legal Name
Adviser information for ALLEGIANCE FINANCIAL GROUP last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Virginia, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 5 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 5 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,105 | $327.0M |
| Non-Discretionary | 168 | $91.7M |
| Total | 1,273 | $418.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 524 | $138.2M |
| HNW Individuals | 70 | $215.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 42 | $54.5M |
| Charitable organizations | 6 | $391,171 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 6 | $9.9M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 5 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Principal Office
374 MAPLE AVENUE EASTSUITE 204
VIENNA
VA
United States
Monday - Friday, 9 AM - 5 PM EST
Tel: (703) 242-7900, Fax: (703) 242-5718
Chief Compliance Officer
ASSAF PINCHAS
FOUNDING MEMBER, WEALTH MANAGER
374 MAPLE AVENUE EAST
SUITE 204
VIENNA
VA
United States
Tel:
(703) 242-7900
Fax:
(703) 242-5718
A****@********T
(Full email address available in API data)
Regulatory Contact
CHRIS STANLEY
FOUNDING PRINCIPAL, BEACH STREET LEGAL
6900 DELMAR BLVD
UNIVERSITY CITY
MO
United States
Tel:
(925) 388-6091
T***@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PINCHAS, ASSAF, MEIR | Individual | – | WEALTH MANAGER, CHIEF COMPLIANCE OFFICER, FOUNDING MEMBER | 02/2021 | 25-50% |
| COOKE, CHARLES, RICHARD | Individual | – | PARTNER, MEMBER | 02/2021 | 25-50% |
| WILLIAMSON, SHAWN, MICHAEL | Individual | – | PARTNER, MEMBER | 02/2021 | 25-50% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 24th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | 214K | 1K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| AMAZON COM INC | COM | 807K | 4K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 15M | 228K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 26M | 407K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| AMERICAN CENTY ETF TR | US SML CP VALU | 14M | 152K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | 7M | 181K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | 5M | 107K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | 10M | 187K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | 12M | 304K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| AMTD IDEA GROUP | SPON ADS | 83K | 50K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| APPLE INC | COM | 3M | 15K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 580K | 1K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| BRIGHTSPIRE CAPITAL INC | COM CL A | 79K | 14K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| CHEVRON CORP NEW | COM | 288K | 2K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| COLGATE PALMOLIVE CO | COM | 204K | 2K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 14M | 374K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 600K | 23K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 224K | 8K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 869K | 22K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 9M | 309K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 2M | 27K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 473K | 8K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 12M | 259K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 2M | 68K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 799K | 30K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| DUKE ENERGY CORP NEW | COM NEW | 243K | 2K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| EXXON MOBIL CORP | COM | 414K | 4K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| F N B CORP | COM | 174K | 13K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| FIRST CTZNS BANCSHARES INC N | CL A | 2M | 1K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| FORD MTR CO DEL | COM | 530K | 42K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| FS CREDIT OPPORTUNITIES CORP | COMMON STOCK | 373K | 59K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| FS KKR CAP CORP | COM | 276K | 14K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| HOME DEPOT INC | COM | 316K | 918 | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | 235K | 7K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 1M | 34K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| INNOVATOR ETFS TRUST | US EQTY BUFR MAY | 498K | 13K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| ISHARES INC | CORE MSCI EMKT | 4M | 65K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| ISHARES TR | EAFE VALUE ETF | 235K | 4K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| ISHARES TR | CORE MSCI INTL | 9M | 142K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| ISHARES TR | BROAD USD HIGH | 11M | 303K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| JOHNSON & JOHNSON | COM | 443K | 3K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| JOURNEY MED CORP | COM | 56K | 10K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| JPMORGAN CHASE & CO. | COM | 340K | 2K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| LEIDOS HOLDINGS INC | COM | 247K | 2K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| LIVE OAK BANCSHARES INC | COM | 259K | 7K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| MARATHON PETE CORP | COM | 582K | 3K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| MERCK & CO INC | COM | 215K | 2K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| MICROSOFT CORP | COM | 18M | 40K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| NVIDIA CORPORATION | COM | 381K | 3K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| PEPSICO INC | COM | 215K | 1K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| PROCTER AND GAMBLE CO | COM | 1M | 8K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| SIRIUS XM HOLDINGS INC | COM | 280K | 99K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| SPDR S&P 500 ETF TR | TR UNIT | 2M | 4K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| SPDR SER TR | S&P 600 SMCP GRW | 348K | 4K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| TESLA INC | COM | 563K | 3K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| UNDER ARMOUR INC | CL C | 196K | 30K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 1M | 15K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 3M | 36K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 2M | 32K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| VANGUARD INDEX FDS | MID CAP ETF | 2M | 8K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 9M | 18K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| VANGUARD INDEX FDS | TOTAL STK MKT | 27M | 103K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 753K | 9K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 6M | 110K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 4M | 31K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 3M | 68K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 796K | 16K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 3M | 35K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 4M | 49K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 2M | 26K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| VERIZON COMMUNICATIONS INC | COM | 416K | 10K | BUCKINGHAM STRATEGIC PARTNERS, LLC |
| VISA INC | COM CL A | 885K | 3K | BUCKINGHAM STRATEGIC PARTNERS, LLC |