Avant Capital, LLC
Firm details
- Headquarters
- Lafayette, Louisiana
- CRD number
- 167961
- Registered since
- January 10, 2022
- Website
- www.avantcapitalllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI63.36%
- Individuals35.01%
- Pension & Profit Sharing Plans1.54%
- Corporations / Businesses0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Avant Capital, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting. It also operates as an insurance broker and charges clients through a combination of AUM-based fees, hourly billing, and fixed fees. The adviser is not positioned as a multi-state or ESG specialist and does not operate as a capital allocator or related adviser to another firm. Its service mix suggests a focus on customized wealth-management and planning work for private clients rather than institutional mandates.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities11%
- Cash & Cash Equivalents7%
- Other2%
Contacts
3 of 3
Walter Kilby
Investment Advisor RepresentativeCRD 8242660
Lisa Avant
MemberCRD 3216690
Mark Avant
Founder & Investment AdvisorCRD 2218785
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 72Active vs passive
$152M in ETFs
93%
$141M
3%
$10.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND (DGRW) | Wisdom Tree | Passive | Large Blend | $10.6M | 111,064 | 7.00% |
Location
Lafayette, LA
Lafayette
Location
Lafayette, LA
Headquartered in Lafayette, LA, anchoring the Lafayette-Opelousas-Morgan City, LA metro in the South.
- Metro area
- Lafayette-Opelousas-Morgan City, LA
- Region
- South
- County
- Lafayette
- Address
- 500 Richland Ave
- Time zone
- CT (UTC-6)
- Office locations
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