Avant Garde Capital

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Client assets under management

$557,000

Clients

73% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$50,636

About

Avant Garde Capital serves a small number of individual and high‑net‑worth clients, providing portfolio management and related investment advisory services typically billed on a percentage‑of‑assets basis. The firm manages a limited client roster and emphasizes direct oversight of client accounts.

The firm’s trade activity is reviewed and approved at the firm’s senior management level, and it manages separately managed accounts that can include derivative instruments. It also uses performance‑based fee arrangements for some clients alongside more common AUM‑based billing, an approach that differs from most peers.

A firm principal conducts insurance and annuity sales outside of the advisory business and the firm is affiliated with an insurance company, with those activities disclosed in its brochure. Avant Garde also offers educational seminars and workshops, combining a very small, closely supervised advisory practice with ancillary insurance and client education services.

Client services

Portfolio management Educational seminars or workshops Porfolio management for family offices

Main office location

Avant Garde Capital

3455 Peach Tree Road 5 Th Floor

Atlanta GA 30326, United States

Number of offices

Most active in

California · Georgia

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 800-422-0469

Advisors at this firm

La Nedra M

Series 65

Cerritos, CA

Avant Garde Capital

La Nedra Munson is a financial advisor at Avant Garde Capital with 13 years of industry experience. She holds the Series 65 designation and has been with Avant Garde Capital since 2012. Avant Garde Capital serves a small number of individual and high-net-worth clients, providing portfolio management and related investment advisory services with an emphasis on direct oversight of client accounts. The firm offers educational seminars and workshops alongside its advisory services.

Mark P

Series 65

Atlanta, GA

Avant Garde Capital

Mark Prosper is a Series 65-licensed financial advisor with Avant Garde Capital in Atlanta, GA, where he has worked since 2010. He has 15 years of industry experience. Avant Garde Capital serves a small number of individual and high-net-worth clients, providing portfolio management and investment advisory services with direct oversight of client accounts. The firm employs performance-based fee arrangements alongside traditional asset-based billing and offers educational seminars and workshops in addition to its advisory services.

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