500 Richland Avenue
Lafayette, Louisiana 70508
Tel: (337) 504-2221
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 167961 |
SEC# | 801-123018 |
Assets Managed by Firm | $126,085,281 |
No. of Clients | 760 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 760 | $126,085,281 |
Individuals (other than high net worth individuals) | 263 | $67,386,745 |
High net worth individuals | 40 | $54,024,096 |
Pension and profit sharing plans | Fewer than 5 clients | $3,959,066 |
Corporations or other businesses | Fewer than 5 clients | $715,374 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$18,432,430,824 | 62249 | 570 | |
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628 | $3,964,828,037 | 10 | 38 |
$2,952,693,844 | 5 | 31 | |
$2,535,697,292 | 7157 | 34 | |
$2,489,088,707 | 1855 | 12 |
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