ALLEGIANT FINANCIAL ADVISORS, LLC

Overview

Allegiant Financial Advisors, LLC is an independent Registered Investment Adviser organized as an LLC that acts as a capital allocator for individual, family and institutional clients. The firm combines fee-based advisory work (percentage of AUM, hourly and fixed-fee arrangements) with insurance brokerage activity. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of third‑party advisers. The firm does not report active ESG investing and is not identified as a multi‑state adviser in the source data.

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Public Holdings

Investments & Alternatives

Location & Offices