Allegiance Financial Advisors, Inc.
● SEC registered since 2021CRD 127293SEC# 801-121302Jacksonville, FL
Reg. AUM
$181.9M
Employees
7
Accounts
480
Location
Jacksonville, FL
Allegiance Financial Advisors, Inc. assets under management
Allegiance Financial Advisors, Inc. is an investment advisory firm registered with the SEC based in Jacksonville, FL. The firm has been registered since 2021. It reports $181.9 million in regulatory assets under management and employs 7 people.
Allegiance Financial Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alfred Charles Dellaporta Control | President | Over 75% | 2005 |
| Tammara Ann Toton Control | Chief Compliance Officer | Under 5% | 2015 |
Frequently asked questions
How much does Allegiance Financial Advisors, Inc. manage?
Allegiance Financial Advisors, Inc. reports $181.9 million in regulatory assets under management on its Form ADV.
How many employees does Allegiance Financial Advisors, Inc. have?
Allegiance Financial Advisors, Inc. reports 7 employees.
Where is Allegiance Financial Advisors, Inc. located?
Allegiance Financial Advisors, Inc. is based in Jacksonville, FL and has been SEC-registered since 2021.
Does Allegiance Financial Advisors, Inc. disclose fund performance?
Allegiance Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3112 St. Johns Bluff Road South, Jacksonville, FL 32246-3712 |
| Phone | 904-642-4401 |
| Fax | 904-680-5035 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$181.9M▲ 18%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$181.9Mregulatory AUM
Discretionary $0Non-discretionary $181.9M