Allegiant Wealth Advisors, LLC

RIASEC Registered
Total AUM
$1.2B
Discretionary
$115M
10% of AUM
Avg account
$11.2M
Accounts
104
Employees
3
Advisory reps
2

Firm details

Headquarters
Tulsa, Oklahoma
CRD number
330239
Registered since
July 26, 2024
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • HNWI82.06%
  • Charitable Organizations14.56%
  • Corporations / Businesses3.35%
  • Individuals0.03%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Allegiant Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC that began SEC registration in 2024. The firm serves individual and family clients on a percentage-of-AUM fee basis and lists core advisory services as financial planning and portfolio management for individuals, small businesses, and businesses or institutions. Allegiant identifies as a domestic entity/individual-owned firm rather than a multi-state or related-adviser structure, and it does not position itself as a pension consultant or capital allocator. The firm reports a primarily non-ESG investment posture and manages both discretionary and non-discretionary mandates. Its custody relationships and reported asset mix suggest a tilt toward traditional wealth management rather than an institutional asset-gathering or alternative-asset platform.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Investment Grade Corp Bonds 35%, Exchange Traded Equities 23%, Cash & Cash Equivalents 23%, Public Funds/Mutual Funds 15%, State & Local Bonds 2%, US Government Bonds 1%, Non-Investment Grade Corp Bonds 1%35%
  • Investment Grade Corp Bonds35%
  • Exchange Traded Equities23%
  • Cash & Cash Equivalents23%
  • Public Funds/Mutual Funds15%
  • State & Local Bonds2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Tulsa, OK

Tulsa

Location

Tulsa, OK

Headquartered in Tulsa, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.

Metro area
Tulsa-Muskogee-Bartlesville, OK
Region
South
County
Tulsa
Address
4200 E Skelly Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth