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.

Firm class

independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=7.0

Regulatory AUM

$182MItem 5.F on the latest filing (2026-02-10); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$173MderivedItem 5.D individuals plus high net worth individuals

Private client share

95%derivedprivate client RAUM over total RAUM

Advisors on IAPD

7

RAUM per advisor

$26.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

7

Advisory employees

6

Offices

0Schedule D 1.F, beyond the principal office

Accounts

480

Individual clients

239

High net worth clients

97

SEC number

801-121302

CRD

127293

Filings on the tape

11

First filed

Mar 5, 2012

Latest filed

Feb 10, 2026

Organised

Corporation, FL

Website

allegianceadvisors.com

• Occurred

  Apr 26, 2021
  Control person joined

  Ann Tammara Toton (Chief Compliance Officer) appeared on Schedule A of Allegiance Financial Advisors, Inc.

  Form ADVobserved 5 days ago
• Occurred

  Apr 26, 2021
  First Form ADV filing

  Allegiance Financial Advisors, Inc. filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c1066b22-d0c6-fd7b-faad-623fd8cf780e

First observed

Mar 5, 2012

Last observed

Feb 10, 2026 7 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.