Mark Avant
Advisor at Avant Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Avant Capital, LLC
Location
Lafayette, LA 70508
Credentials
Series 63, Series 65
Industry experience
16 years
About
Mark Avant is the sole advisor at Avant Capital, LLC in Lafayette, Louisiana, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avant Capital since 2014, following prior roles at Avant & Associates LLC and L and M Avant Holdings, LLC. He is also an independent insurance agent involved in the sale of life, health, and variable insurance products. Avant Capital serves individuals, trusts, estates, and retirement plans by offering discretionary investment management and retirement-plan advisory services. The firm uses a primarily long-term investment approach tailored to client objectives, combining fundamental and technical analysis to build diversified portfolios using low-cost mutual funds, ETFs, and selective individual securities.
Client services
Based on Avant Capital, LLC
Financial planning
Portfolio management
Pension consulting
Expertise
Based on Avant Capital, LLC
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Fee options
Fixed fees starting at $1,500, negotiable
$0+: 0.95% to 2.00% annually, depending on asset composition and services Cash and Cash Equivalents+: 0.10% annually CDs+: 0.25% annually Individual Bonds+: 0.35% annually
$200 per hour
Account minimum: $3,000 Minimum fee: $5 per month ($15 per quarter) minimum fee
Location
500 Richland Avenue
Lafayette, LA 70508
Most active in
Mark A has reported serving >5 clients in these states in the last 12 months.
Florida · Louisiana · Texas
Work history
L And M Avant Holdings, Llc
2023 - Present (3 years)
Avant Capital, LLC
2014 - Present (12 years)
Avant & Associates Llc.
2009 - 2023 (14 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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Lafayette, LA
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Amol D
Series 63, Series 65
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Latticework Investments, LLC
Amie V
Series 66
Youngsville, LA
Capital Financial Planners, LLC
Austin S
Series 63, Series 65
Lafayette, LA
Meche and Associates LLC
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