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AVANT CAPITAL, LLC
500 Richland Avenue
Lafayette, Louisiana 70508
Tel: (337) 504-2221
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 $109,511,408 assets under management, offering retirement planning & investment advisory services to 300 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 167961 |
| SEC# | 801-123018 |
| Assets Managed by Firm | $109,511,408 |
| No. of Clients | 300 |
| No. of Advisors | 4 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Portfolio Management for Individuals
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 300 | $109,511,408 |
| Individuals (other than high net worth individuals) | 257 | $50,813,761 |
| High net worth individuals | 38 | $56,086,526 |
| Pension and profit sharing plans | 5 | $2,611,121 |
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