{
  "crd_number": 330239,
  "slug": "allegiant-wealth-advisors-llc-tulsa-ok-330239",
  "primary_business_name": "ALLEGIANT WEALTH ADVISORS, LLC",
  "legal_name": "ALLEGIANT WEALTH ADVISORS, LLC",
  "dbas": [],
  "city": "Tulsa",
  "state": "OK",
  "country": "United States",
  "cbsa_code": "46140",
  "metro": {
    "cbsa_code": "46140",
    "common_name": "Tulsa",
    "msa_name": "Tulsa, OK",
    "path": "/advisors/ok/tulsa"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-07-26",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-16",
  "carried_forward": false,
  "raum_total": 1168282243.0,
  "raum_discretionary": 114984071.0,
  "raum_non_discretionary": 1053298172.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 170152254.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 312853.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 958662187.0,
      "count": 34
    },
    "corporations_other_businesses": {
      "raum": 39154949.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "OK",
    "TX"
  ],
  "websites": [
    "https://allegiantwealth.com",
    "https://linkedin.com/company/allegiant-wealth-advisors"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/330239",
  "city_as_filed": "TULSA",
  "url": "https://advisorcensus.com/firm/allegiant-wealth-advisors-llc-tulsa-ok-330239",
  "display_name": "Allegiant Wealth Advisors, LLC",
  "summary": "Allegiant Wealth Advisors, LLC is an SEC-registered investment advisory firm in Tulsa, OK, registered since 2024, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 16, 2026.",
  "citation": "AdvisorCensus. Allegiant Wealth Advisors, LLC (CRD 330239): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Allegiant Wealth Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Allegiant Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "What does Allegiant Wealth Advisors, LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 16, 2026 states: Asset-based fee: 0.5% to 1.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Allegiant Wealth Advisors, LLC located?",
      "a": "Allegiant Wealth Advisors, LLC's principal office is in Tulsa, OK, according to its Form ADV."
    },
    {
      "q": "Is Allegiant Wealth Advisors, LLC registered with the SEC or a state?",
      "a": "Allegiant Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330239."
    },
    {
      "q": "How much does Allegiant Wealth Advisors, LLC manage?",
      "a": "Allegiant Wealth Advisors, LLC reports $1,168,282,243 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (10% discretionary)."
    },
    {
      "q": "How have Allegiant Wealth Advisors, LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Allegiant Wealth Advisors, LLC: Regulatory assets under management: $393,142,886 in the October 2024 data and $1,168,282,243 in the October 2026 data, up 197%. Total employees: 2 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Allegiant Wealth Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (34)."
    },
    {
      "q": "Which custodians does Allegiant Wealth Advisors, LLC use?",
      "a": "Allegiant Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Allegiant Wealth Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/330239"
    },
    {
      "q": "Does Allegiant Wealth Advisors, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 16, 2026 says: \"Allegiant Wealth requires a minimum relationship size of $1,000,000. However, Allegiant Wealth may reduce the minimum relationship size based on certain criteria (e.g. other family related accounts, future income capacity, additional assets, etc.).\""
    },
    {
      "q": "What changed in Allegiant Wealth Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $956,471,232 to $1,168,282,243 (+22%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 393142886.0,
      "total_employees": 2,
      "filing_date": "2024-09-03"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 956471232.0,
      "total_employees": 3,
      "filing_date": "2025-06-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1168282243.0,
      "total_employees": 3,
      "filing_date": "2026-03-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $956,471,232 to $1,168,282,243 (+22%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 16, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.5% to 1.25% a year",
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% to 1.25% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Wealth management and investment management fees are paid monthly in arrears, pursuant to the terms of the wealth management agreement. Wealth management fees range from 0.50% to 1.25% annually, based on the average daily market value of the investments under management during the month."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000"
        ],
        "quotes": [
          "Allegiant Wealth requires a minimum relationship size of $1,000,000. However, Allegiant Wealth may reduce the minimum relationship size based on certain criteria (e.g. other family related accounts, future income capacity, additional assets, etc.)."
        ]
      }
    ],
    "quotes": [
      "Wealth management and investment management fees are paid monthly in arrears, pursuant to the terms of the wealth management agreement. Wealth management fees range from 0.50% to 1.25% annually, based on the average daily market value of the investments under management during the month.",
      "Allegiant Wealth requires a minimum relationship size of $1,000,000. However, Allegiant Wealth may reduce the minimum relationship size based on certain criteria (e.g. other family related accounts, future income capacity, additional assets, etc.)."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/allegiant-wealth-advisors-llc-tulsa-ok-330239.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": true,
      "raum": 312853.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 34,
      "fewer_than_5": false,
      "raum": 958662187.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 170152254.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 39154949.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/330239",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}