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Allegiant Investment Counselors (St Louis)


Allegiant Investment Counselors is a large advisory firm based in St Louis. It manages $680.85 million of regulatory assets for 115 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Florida, Georgia, and 9 other states.

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Allegiant Investment Counselors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Allegiant Investment Counselors: assets under management

The assets under management (AUM) of Allegiant Investment Counselors is $680.85 million. The firm's AUM has grown by 86% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $678.76 million in discretionary accounts and $2.09 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.23 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $348.67 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Allegiant Investment Counselors for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in St Louis

The principal office where Allegiant Investment Counselors performs its advisory services is located at 100 South Brentwood Blvd., St Louis, MO 63105, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 314-587-7737 or by fax 314-726-0593. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at investmentcounselors.com.


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