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| Keyboard |
| Allegiant Wealth Advisors LLC
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|---|---|
| CRD # | 330239 |
| SEC # | 801-130800 |
| CIK # | |
| AUM | 1.2 B (2026-03-16) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 918-623-4500 |
| Address | 4200 East Skelly Drive Tulsa, OK 74135 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.3 |
| (b) Individuals (high net worth individuals) | 34 | 958.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 170.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 39.2 |
| (n) Other | 0 | 0.0 |
| Total | 104 | 1,168.3 |
| By Discretionary | ||
| Discretionary | 85 | 115.0 |
| Non-Discretionary | 19 | 1,053.3 |
| Total | 104 | 1,168.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,168.3 | |
| Total | 104 | 1,168.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| LEI | 254900UEICTE4XT95202 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Signet Financial Management LLC
✚
|
NJ | 1.2 B |
|
Kearns & Associates LLC
✚
|
1.2 B | |
|
Brand Asset Management Group Inc
✚
|
MO | 1.2 B |
|
Wellington Shields Capital Management LLC
✚
|
NY | 1.2 B |
|
Associated Investment Services Inc
✚
|
WI | 1.2 B |
|
Oarsman Capital Inc
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|
WI | 1.2 B |
|
Baxter Brothers Inc
✚
|
CT | 1.2 B |
|
L & S Advisors Inc
✚
|
CA | 1.2 B |
|
Ameliora Wealth Management Ltd
✚
|
1.2 B | |
|
JFG Wealth Management LLC
✚
|
CO | 1.2 B |