# Allegiant Wealth Advisors, LLC

> 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.

- CRD: 330239
- Filed as: ALLEGIANT WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tulsa, OK
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330239
- AdvisorCensus page: https://advisorcensus.com/firm/allegiant-wealth-advisors-llc-tulsa-ok-330239

## Quick answers

**How is Allegiant Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Allegiant Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

**What does Allegiant Wealth Advisors, LLC's brochure say about its fees?**
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.

**Where is Allegiant Wealth Advisors, LLC located?**
Allegiant Wealth Advisors, LLC's principal office is in Tulsa, OK, according to its Form ADV.

**Is Allegiant Wealth Advisors, LLC registered with the SEC or a state?**
Allegiant Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330239.

**How much does Allegiant Wealth Advisors, LLC manage?**
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).

**How have Allegiant Wealth Advisors, LLC's assets and staff changed since 2024?**
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.

**What types of clients does Allegiant Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (34).

**Which custodians does Allegiant Wealth Advisors, LLC use?**
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.

**Does Allegiant Wealth Advisors, LLC report any disciplinary disclosures?**
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

**Does Allegiant Wealth Advisors, LLC state an account minimum?**
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.)."

**What changed in Allegiant Wealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $956,471,232 to $1,168,282,243 (+22%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Asset-based fee: 0.5% to 1.25% a year (a range, as the brochure states it)

> 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.

- Account minimum: $1,000,000

> 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.).

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,168,282,243
- Discretionary: $114,984,071
- Non-discretionary: $1,053,298,172

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $312,853 |
| High net worth individuals | 34 | $958,662,187 |
| Charitable organizations | Fewer than 5 | $170,152,254 |
| Corporations or other businesses not listed above | Fewer than 5 | $39,154,949 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- allegiantwealth.com
- LinkedIn @allegiant-wealth-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $393,142,886 | 2 | September 3, 2024 |
| October 2025 | $956,471,232 | 3 | June 5, 2025 |
| October 2026 | $1,168,282,243 | 3 | March 16, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $956,471,232 to $1,168,282,243 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Allegiant Wealth Advisors, LLC (CRD 330239): Form ADV filing data as of October 2026.