# ALLEGIANCE FINANCIAL ADVISORS, INC.

ALLEGIANCE FINANCIAL ADVISORS, INC. of JACKSONVILLE, FL is an SEC-registered investment adviser.

## Registration

- CRD: 127293
- Type: SEC-registered investment adviser
- SEC file number: 801-121302
- Location: 3112 ST. JOHNS BLUFF ROAD SOUTH, JACKSONVILLE, FL, 32246-3712
- Phone: 904-642-4401
- Latest filing: 2026-02-10
- Regulatory AUM: $181.9M
- Non-discretionary AUM: $181.9M
- Clients: 7
- Accounts: 480

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Leonard A Mitchell | CHIEF COMPLIANCE OFFICER | Dallas, TX |
| Leonard Andy Mitchell | CHIEF COMPLIANCE OFFICER | Dallas, TX |
| Alfred Charles Dellaporta | PRESIDENT | — |
| Tammara Ann Toton | CHIEF COMPLIANCE OFFICER | — |
| DELLAPORTA ALFRED CHARLES | CHAIRMAN OF THE BOARD; PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| MALTESE JOSEPH JAMES | VICE PRESIDENT | — |
| TOTON TAMMARA ANN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/127293/brochure
- Similar advisers: https://search.stillhousedata.com/firm/127293/similar
- Related entities: https://search.stillhousedata.com/firm/127293/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/127293

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.