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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

ALLEGIANT PRIVATE ADVISORS, LLC

CRD 309649

SARASOTA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e8b1a196-d0b9-1403-ae7b-5a7b7bf84060

Data as of Mar 17, 2021 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 1
On other graphs: 0
Observed: Jul 16, 2020 to Mar 17, 2021
6 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $911MItem 5.F on the latest filing (2021-03-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $906M
Private client RAUM: $885MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 17
Advisory employees: 8
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,366
Individual clients: 189
High net worth clients: 279
Custody, client assets: $787M
SEC number: 801-119298
CRD: 309649
Filings on the tape: 6
First filed: Jul 16, 2020
Latest filed: Mar 17, 2021
Organised: Limited Liability Company, Florida

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CANTOR, PAUL, BRETT	CHIEF OPERATING OFFICER	B	yes	08/2020	Jul 16, 2020	Mar 17, 2021
JONES, BENJAMIN, WILLIAM	CHIEF INVESTMENT OFFICER	B	yes	08/2020	Jul 16, 2020	Mar 17, 2021
KOSSOFF, MARTIN, JAY	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	yes	08/2020	Jul 16, 2020	Mar 17, 2021

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Sarasota	FL	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2020	Mar 16, 2021	$911M	$906M	17	8	1	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2020	$911M	n/a	n/a	n/a	n/a	17	n/a	1	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Mariner	8	Aug 31, 2021	Feb 2, 2022	SARASOTA, FL	Firm absorbed	RIA to ibd	100.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
COMMONWEALTH FINANCIAL NETWORK	6	Sep 18, 2020	Oct 12, 2020	SARASOTA, FL	Team lift out	Ibd to new firm	0.3%

Relationships

Controls (3)

← CANTOR, PAUL, BRETTOwnerCHIEF OPERATING OFFICER, ownership code B, individual
Jul 16, 2020 to presentfactForm ADV
← KOSSOFF, MARTIN, JAYOwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
Jul 16, 2020 to presentfactForm ADV
← JONES, BENJAMIN, WILLIAMOwnerCHIEF INVESTMENT OFFICER, ownership code B, individual
Jul 16, 2020 to presentfactForm ADV

Moved with (2)

→ MARINERRegistered adviser8 advisors, firm absorbed, same day
Aug 31, 2021 to Feb 2, 2022factForm ADV
← COMMONWEALTH FINANCIAL NETWORKRegistered adviser6 advisors, team lift out
Sep 18, 2020 to Oct 12, 2020factForm ADV

Registered with (9)

← PAUL BRETT CANTORAdvisorregistration: previous registration
Sep 22, 2020 to Aug 31, 2021factForm ADV
← MARTIN JAY KOSSOFFAdvisorregistration: previous registration
Oct 9, 2020 to Aug 31, 2021factForm ADV
← BENJAMIN WILLIAM JONESAdvisorregistration: previous registration
Oct 9, 2020 to Aug 31, 2021factForm ADV
← CARL ALLAN WATKINSAdvisorregistration: previous registration
Sep 28, 2020 to Aug 31, 2021factForm ADV
← WILLIAM CARL GEISDORFAdvisorregistration: previous registration
Sep 23, 2020 to Aug 31, 2021factForm ADV
← LUKE NICHOLASAdvisorregistration: previous registration
Oct 12, 2020 to Aug 31, 2021factForm ADV
← MICHELLE J MARCUS CROSSAdvisorregistration: previous registration
Oct 1, 2020 to Aug 31, 2021factForm ADV
← CHARLES CAMERON DEESAdvisorregistration: previous registration
Mar 10, 2021 to Aug 31, 2021factForm ADV
← MELISSA ELLEN WALSHAdvisorregistration: previous registration
Oct 12, 2020 to Jul 29, 2021factForm ADV

Dated events

Occurred
Jul 16, 2020
First Form ADV filing
Allegiant Private Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e8b1a196-d0b9-1403-ae7b-5a7b7bf84060
First observed: Jul 16, 2020
Last observed: Mar 17, 2021 67 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ALLEGIANT PRIVATE ADVISORS, LLC

CRD 309649

SARASOTA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e8b1a196-d0b9-1403-ae7b-5a7b7bf84060

Data as of Mar 17, 2021 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:28 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CANTOR, PAUL, BRETT

CHIEF OPERATING OFFICER

yes

08/2020

Jul 16, 2020

Mar 17, 2021

JONES, BENJAMIN, WILLIAM

CHIEF INVESTMENT OFFICER

yes

08/2020

Jul 16, 2020

Mar 17, 2021

KOSSOFF, MARTIN, JAY

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

08/2020

Jul 16, 2020

Mar 17, 2021

City

State

Country

Employees

Also broker-dealer

Sarasota

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Mar 16, 2021

$911M

$906M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$911M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Mariner

Aug 31, 2021

Feb 2, 2022

SARASOTA, FL

Firm absorbed

RIA to ibd

100.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

COMMONWEALTH FINANCIAL NETWORK

Sep 18, 2020

Oct 12, 2020

SARASOTA, FL

Team lift out

Ibd to new firm

0.3%