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AVANT CAPITAL, LLC

500 Richland Avenue
Lafayette, Louisiana 70508
Tel: (337) 504-2221

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About AVANT CAPITAL, LLC

AVANT CAPITAL, LLC, formally registered with the SEC as AVANT CAPITAL, LLC. The firm was established in 01/10/2022. They have over 3 offices throughout the country.

AVANT CAPITAL, LLC is a Lafayette, Louisiana based Financial Planning firm with nearly $126,085,281 assets under management, offering retirement planning & investment advisory services to 760 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#167961
SEC#801-123018
Assets Managed by Firm$126,085,281
No. of Clients760
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total760$126,085,281
Individuals (other than high net worth individuals)263$67,386,745
High net worth individuals40$54,024,096
Pension and profit sharing plansFewer than 5 clients$3,959,066
Corporations or other businessesFewer than 5 clients$715,374

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