Avant Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$176,206,195
Total clients
339
20% high-net worth
Total advisors
1
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
339
Average account size
$519,782
About
Avant Capital provides investment advisory services to individuals (including high-net-worth clients), trusts, estates, and retirement plans. The firm offers discretionary portfolio management, retirement plan advisory (including ERISA 3(21) and 3(38) services), financial planning, and related education and enrollment support.
The firm builds customized, primarily long‑term portfolios using low‑cost mutual funds and ETFs, while also employing individual stocks and bonds or retaining legacy positions when appropriate for tax or fit reasons; it applies both fundamental and technical analysis and an internal due‑diligence process. Portfolios are monitored and rebalanced as needed, and the firm may execute shorter‑term trades to address cash needs, sector weightings, or changes in client risk profiles.
Avant Capital manages about $176.2 million across 339 clients, resulting in an unusually high client load per advisor compared with typical peers, a characteristic that is likely to shape its client service and communication model. The firm operates on Schwab’s institutional platform and discloses that certain advisory persons are licensed insurance professionals who may receive commissions for insurance sales, a potential conflict addressed in its disclosures.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
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
Main office location
Avant Capital, LLC
500 Richland Avenue
Lafayette LA 70508, United States
Number of offices
2
Most active in
Avant Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Louisiana · Mississippi · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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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