Allegiant Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Allegiant Wealth serves a small number of primarily high‑net‑worth clients — individuals, trusts, estates, charitable organizations and businesses — providing investment management, comprehensive financial planning, trust and estate planning, and family office services. The firm generally requires a minimum relationship size of $1,000,000 and charges percentage‑of‑AUM fees for portfolio management.
The firm constructs customized, mainly long‑term portfolios using stocks, bonds, ETFs and mutual funds and applies fundamental analysis in security selection, while retaining flexibility to rebalance or trade as needed. Although it offers both discretionary and non‑discretionary services, the majority of assets are managed on a non‑discretionary basis, meaning the advisor typically obtains client consent before executing trades.
What distinguishes the firm from many peers is its scale relative to team size: a small advisory team (two advisors) manages roughly $1.17 billion in client assets, resulting in unusually high AUM per advisor and concentrated client relationships (34 clients). The advisor also maintains an institutional platform relationship for custody and research support and provides family‑office style reporting and coordination alongside its advisory services.
Client services
Expertise
Fee options
0.50% to 1.25% annually (negotiable within this range)
Account minimum: $1,000,000 Fee-only: 0.50% to 1.25% annually based on assets under management; fee may be negotiated or tiered within this range
Main office
4200 East Skelly Drive, Suite 620
Tulsa OK 74135
Advisors at this office
2
Most active in
Oklahoma · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
James A
CFA®
Tulsa, OK
Allegiant Wealth Advisors, LLC
James Arens II is a CFA® charterholder and financial advisor at Allegiant Wealth Advisors, LLC with over 26 years of industry experience. Prior to joining Allegiant Wealth Advisors in 2024, he worked at The Hardesty Companies and spent more than two decades at Trust Company of Oklahoma. Allegiant Wealth Advisors provides investment management, financial planning, and consulting services primarily to charitable organizations, corporate entities, trusts, and high-net-worth individuals. The firm manages substantial institutional assets on a non-discretionary basis and employs a fundamental, long-term investment approach using diversified portfolios of stocks, bonds, ETFs, and mutual funds.
Lesa C
Series 65
Tulsa, OK
Allegiant Wealth Advisors, LLC
Lesa Creveling is a financial advisor at Allegiant Wealth Advisors, LLC in Tulsa, OK, holding a Series 65 credential. She has over 25 years of industry experience, including a long tenure at The Trust Company of Oklahoma. Outside of her advisory role, she owns Creveling Consulting, which provides legal and tax consultation and expert testimony services. Allegiant Wealth Advisors manages approximately $956 million in assets, serving charitable organizations, corporate entities, trusts, and high-net-worth individuals. The firm employs a fundamental, long-term investment approach with a focus on non-discretionary portfolio management and also offers financial planning and family office services.
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