# Allegiance Financial Advisors

Allegiance Financial Advisors is a Bank / Wealth / Trust based in Jacksonville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Jacksonville, United States
- **Region:** North America
- **Address:** Jacksonville, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** allegianceadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/allegiance-financial-advisors

## Regulatory record

- **CRD number:** 127293
- **SEC file number:** 801-121302
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-10T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/127293

## About

Allegiance Financial Advisors was established in 1998. It functions as a wealth manager headquartered in Jacksonville. The firm delivers investment advisory services, financial planning, and portfolio management. These services target individuals, high-net-worth individuals, and corporations. No additional offices, team size, or recent operational events appear in available records.

## Questions

### Who runs investment decisions at Allegiance Financial Advisors?

No named principals or investment committee members are disclosed in available records.

### What services does Allegiance Financial Advisors provide?

The firm provides investment advisory services, financial planning, and portfolio management.

## Related profiles

- [Allegheny Financial Group](https://altss.com/profile/allegheny-financial-group)
- [Allegion Ventures](https://altss.com/profile/allegion-ventures)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/allegiance-financial-advisors

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