Allegiance Financial Group Advisory Services Llc
- Regulatory AUM
- $675M
- Discretionary
- $593M
- Clients
- 605
- Avg AUM / client
- $1.1M
- Accounts
- 1,525
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 418 | $141M | 20.8% |
| High net worth individuals | 153 | $458M | 67.9% |
| Pension and profit sharing plans | 34 | $76.1M | 11.3% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Seegars Fence Company, Inc. 401(k) Retirement Plan Seegars Fence Company, Inc. | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Assaf Meir Pinchas | Wealth Manager, Chief Compliance Officer, Founding Member | CFP | Feb 2021 (6y) | 25% – 50% |
| Charles Richard Cooke | Partner, Member | CFP | Feb 2021 (6y) | 25% – 50% |
| Shawn Michael Williamson | Partner, Member | CFP | Feb 2021 (6y) | 25% – 50% |
| Haley Lynn Ellis | Registered representative | CFP | Nov 2022 (4y) | |
| Brett Anthony Thompson | Registered representative | Oct 2024 (2y) | ||
| Garrett Welsh | Registered representative | Jun 2026 (0y) | ||
| Samantha Buchanan | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Seegars Fence Company, Inc. 401(k) Retirement Plan | Seegars Fence Company, Inc. | 257 | $12.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/21/2026 | 956 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $462M (68% of AUM) May 2026
- Fidelity Brokerage Services $133M (20% of AUM) May 2026
- Pershing $38.6M (9% of AUM) Apr 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 21, 2026.
View current Form ADV (SEC/IAPD) ↗