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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ALLEGIANCE FINANCIAL GROUP

ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC, CRD 313110

VIENNA, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:729b50c4-df27-6efe-e6c1-3928479e5c09

Data as of May 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 3
On other graphs: 0
Observed: Aug 6, 2021 to May 21, 2026
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.89 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=5.0
Regulatory AUM: $675MItem 5.F on the latest filing (2026-05-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $593M
Private client RAUM: $599MderivedItem 5.D individuals plus high net worth individuals
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $96.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 12
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,525
Individual clients: 418
High net worth clients: 153
Custody, client assets: $221M
SEC number: 801-122267
CIK: 1964068
CRD: 313110
Filings on the tape: 23
First filed: Aug 6, 2021
Latest filed: May 21, 2026
Organised: Limited Liability Company, VA
Website: afgas.net

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ASSAF MEIR PINCHAS	Certified Financial Planner	VIENNA, VA	5	31	2	yes
SHAWN MICHAEL WILLIAMSON	Certified Financial Planner	VIENNA, VA	5	29	2	yes
CHARLES RICHARD COOKE	Certified Financial Planner	VIENNA, VA \| WILMINGTON, NC \| GOLDSBORO, NC	5	24	3	yes
Haley Lynn Ellis	Certified Financial Planner	WILMINGTON, NC \| VIENNA, VA	3	12	4	yes
BRETT ANTHONY THOMPSON	n/a	VIENNA, VA	1	10	1	yes
Garrett Welsh	n/a	VIENNA, VA	0	10	n/a	no
Samantha Buchanan	n/a	VIENNA, VA \| Wilmington, NC	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COOKE, CHARLES, RICHARD	PARTNER, MEMBER	C	yes	02/2021	Aug 6, 2021	Apr 15, 2024
PINCHAS, ASSAF, MEIR	WEALTH MANAGER, CHIEF COMPLIANCE OFFICER, FOUNDING MEMBER	C	yes	02/2021	Aug 6, 2021	Apr 15, 2024
WILLIAMSON, SHAWN, MICHAEL	PARTNER, MEMBER	C	yes	02/2021	Aug 6, 2021	Apr 15, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Goldsboro	Nc	United States	2	yes
Wilmington	Nc	United States	2	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$675M	$593M	12	12	1	n/a	n/a
2024	Mar 28, 2025	$505M	$447M	10	6	2	n/a	n/a
2023	Mar 14, 2024	$419M	$327M	9	4	2	n/a	n/a
2022	Mar 19, 2023	$329M	$292M	10	4	2	n/a	n/a
2021	Mar 19, 2022	$340M	$339M	9	4	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$675M	$505M	33.7%	$329M	27.1%	12	10	1	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ACORN FINANCIAL ADVISORY SERVICES, INC.	4	Oct 7, 2021	Sep 3, 2021	RESTON, VA	Team lift out	RIA to new firm	17.4%

Relationships

Registered with (7)

← Garrett WelshAdvisorregistration: current employment
Jun 3, 2026 to presentfactForm ADV
← Samantha BuchananAdvisorregistration: current employment
Jun 3, 2026 to presentfactForm ADV
← BRETT ANTHONY THOMPSONAdvisorregistration: current employment
Oct 31, 2024 to presentfactForm ADV
← Haley Lynn EllisAdvisorregistration: previous registration
Sep 3, 2021 to Sep 19, 2022factForm ADV
← ASSAF MEIR PINCHASAdvisorregistration: current employment
Sep 3, 2021 to presentfactForm ADV
← SHAWN MICHAEL WILLIAMSONAdvisorregistration: current employment
Sep 3, 2021 to presentfactForm ADV
← CHARLES RICHARD COOKEAdvisorregistration: current employment
Sep 3, 2021 to presentfactForm ADV

Controls (3)

← PINCHAS, ASSAF, MEIROwnerWEALTH MANAGER, CHIEF COMPLIANCE OFFICER, FOUNDING MEMBER, ownership code C, individual
Aug 6, 2021 to Apr 15, 2024factForm ADV
← WILLIAMSON, SHAWN, MICHAELOwnerPARTNER, MEMBER, ownership code C, individual
Aug 6, 2021 to Apr 15, 2024factForm ADV
← COOKE, CHARLES, RICHARDOwnerPARTNER, MEMBER, ownership code C, individual
Aug 6, 2021 to Apr 15, 2024factForm ADV

Moved with (1)

← ACORN FINANCIAL ADVISORY SERVICES, INC.Registered adviser4 advisors, team lift out, same day
Oct 7, 2021 to Sep 3, 2021factForm ADV

Dated events

Occurred
Mar 26, 2026
Regulatory AUM changed
Allegiance Financial Group reported RAUM $675.0M, up 34% from $505.0M (2025-10-02 to 2026-03-26)
Form ADVobserved 4 days ago
$170M
Occurred
Sep 19, 2022
Advisor changed firm
Haley Lynn Ellis left Allegiance Financial Group for Newedge Advisors (registered 2022-10-03)
Form ADVobserved 4 days ago
Occurred
Aug 6, 2021
First Form ADV filing
Allegiance Financial Group Advisory Services Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:729b50c4-df27-6efe-e6c1-3928479e5c09
First observed: Aug 6, 2021
Last observed: May 21, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ALLEGIANCE FINANCIAL GROUP

ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC, CRD 313110

VIENNA, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:729b50c4-df27-6efe-e6c1-3928479e5c09

Data as of May 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:59 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ASSAF MEIR PINCHAS

Certified Financial Planner

VIENNA, VA

yes

SHAWN MICHAEL WILLIAMSON

Certified Financial Planner

VIENNA, VA

yes

CHARLES RICHARD COOKE

Certified Financial Planner

VIENNA, VA | WILMINGTON, NC | GOLDSBORO, NC

yes

Haley Lynn Ellis

Certified Financial Planner

WILMINGTON, NC | VIENNA, VA

yes

BRETT ANTHONY THOMPSON

n/a

VIENNA, VA

yes

Garrett Welsh

n/a

VIENNA, VA

n/a

Samantha Buchanan

n/a

VIENNA, VA | Wilmington, NC

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COOKE, CHARLES, RICHARD

PARTNER, MEMBER

yes

02/2021

Aug 6, 2021

Apr 15, 2024

PINCHAS, ASSAF, MEIR

WEALTH MANAGER, CHIEF COMPLIANCE OFFICER, FOUNDING MEMBER

yes

02/2021

Aug 6, 2021

Apr 15, 2024

WILLIAMSON, SHAWN, MICHAEL

PARTNER, MEMBER

yes

02/2021

Aug 6, 2021

Apr 15, 2024

City

State

Country

Employees

Also broker-dealer

Goldsboro

United States

yes

Wilmington

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$675M

$593M

n/a

2024

Mar 28, 2025

$505M

$447M

n/a

2023

Mar 14, 2024

$419M

$327M

n/a

2022

Mar 19, 2023

$329M

$292M

n/a

2021

Mar 19, 2022

$340M

$339M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$675M

$505M

33.7%

$329M

27.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ACORN FINANCIAL ADVISORY SERVICES, INC.

Oct 7, 2021

Sep 3, 2021

RESTON, VA

Team lift out

RIA to new firm

17.4%