ALLEGIANCE FINANCIAL SERVICES, INC.

Overview

Allegiance Financial Services, Inc. is an independent registered investment adviser operating as a corporation with individual ownership. The firm serves predominantly individual and family clients and blends financial planning with portfolio management and insurance brokerage. Its advisory offering includes fee arrangements by percentage of assets under management, hourly engagements and fixed-fee engagements, and the firm also runs educational seminars and workshops for clients. Investment activity tilts toward publicly traded equities as the primary allocation focus. The adviser reports a clear preference for exchange-traded instruments for core exposure, with portfolio construction that appears to favor liquid, equity-based sleeves combined with insurance and fixed-income solutions to address client income and liability needs. Allegiance does not identify as an active ESG investor, and its operations are not structured as a multi‑state or pension consultant adviser.

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Public Holdings

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Location & Offices