Allegiance Wealth Management, Inc.

Overview

Allegiance Wealth Management, Inc. is an independent, fee-based registered investment adviser focused on financial planning and discretionary portfolio management for individuals and small businesses. The firm operates under individual ownership and runs a compact, high-touch practice: with 30 clients and one office it manages relationships directly rather than through scaled institutional channels. Investment activity centers on pooled public funds—primarily mutual funds and ETFs—used to construct client portfolios. The firm reports it is not an active ESG investor and does not operate as a capital allocator; instead it leans on external managers for any specialist exposures. Portfolios appear designed for affluent households: the average client size is roughly $1.6M, and all reported assets are discretionary, which suggests Allegiance typically has authority to implement and rebalance portfolios on clients’ behalf. Given the small client base and the concentration in mutual funds, the firm likely emphasizes tailored asset allocation, manager selection among third-party products, and ongoing portfolio oversight rather than direct, in-house private investment operations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices