ADVANTAGE CAPITAL

909 Poydras Street
Suite 2230
New Orleans, Louisiana 70112-4003
Tel: 504-522-4850

About ADVANTAGE CAPITAL

ADVANTAGE CAPITAL, formally registered with the SEC as ADVANTAGE CAPITAL. The firm was established in 09/30/2014. They have over 7 offices throughout the country.

ADVANTAGE CAPITAL is a New Orleans, Louisiana based Financial Planning firm with nearly $824,796,567 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 180 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	171365
SEC#	801-80355
Assets Managed by Firm	$824,796,567
No. of Clients	10
No. of Advisors	180

Fee Structure

Performance Based
Other (PERCENTAGE OF CAPITAL CONTRIBUTED)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	10	$824,796,567

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