Allegiance Financial Group
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 313110
- SEC number
- 801-122267
- Firm type
- RIA
- Assets under management
- $675.0M as of May 21, 2026
- Website
- www.afgas.net ↗
- Phone
- (703) 242-7900
- Address
- 374 Maple Avenue East, Vienna, VA, 22180
Advisors at this firm
7 in our index · page 1 of 1
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Samantha BuchananCRD 8206495 · Wilmington, NCIA Registered
-
Charles Richard CookeCRD 4061199 · Goldsboro, NCIA RegisteredBroker
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Haley Lynn EllisCRD 6707502 · Wilmington, NCIA RegisteredBroker
-
Assaf Meir PinchasCRD 2618726 · Vienna, VAIA RegisteredBroker
-
Brett Anthony ThompsonCRD 7126476 · Vienna, VAIA RegisteredBroker
-
Shawn Michael WilliamsonCRD 2829022 · Vienna, VAIA RegisteredBroker
-
Garrett WelshCRD 8140895 · Vienna, VAIA Registered
1–7 of 7
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 313110 ↗
FINRA BrokerCheck record for firm CRD 313110 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.