Allegiance Financial Group

Allegiance Financial Group Advisory Services LLC is a registered investment adviser founded in 2021 and owned by Assaf Pinchas, Shawn Williamson, and Charles Cooke. The firm offers tailored advisory services, including investment management, third-party investment advisers, financial planning, and retirement plan consulting. They manage approximately $447,169,341 on a discretionary basis and $57,844,816 on a non-discretionary basis. Fees are primarily asset-based and negotiable, with investment management fees ranging from 0.50% to 1.50% based on client assets under management. The firm does not accept performance-based fees and serves various client types without a minimum account value requirement. Investment strategies are based on Modern Portfolio Theory, with a focus on long-term investing. Clients have the option to impose restrictions on investing. The firm does not participate in wrap fee programs and does not have a history of disciplinary events. Adviser has a code of ethics, does not accept soft dollar benefits, and does not recommend securities in which they have a financial interest. Clients receive quarterly account reviews and statements directly from custodial broker-dealers. Adviser has limited custody over client funds or securities in certain circumstances. They accept discretionary authority with client limitations. Clients are responsible for voting their securities. Adviser does not require prepayment exceeding $1,200 or have financial conditions impairing their ability to meet commitments.