ALLEGIANT FINANCIAL ADVISORS, LLC

ALLEGIANT FINANCIAL ADVISORS, LLC of MIAMI BEACH, FL is an SEC-registered investment adviser (CRD 141047). Regulatory assets under management: $9.4M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 141047
• Type: Registered investment adviser
• Location: 1000 5TH STREET, MIAMI BEACH, FL, 33139
• Phone: 305-672-1222 / 866-672-1222
• Latest filing: 2026-04-15
• Regulatory AUM: $9.4M
• Discretionary AUM: $6.1M
• Non-discretionary AUM: $3.3M
• Clients: 1
• Accounts: 27

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141047 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search