|
⚲
|
| Keyboard |
| Avant Capital LLC
✚
|
|
|---|---|
| CRD # | 167961 |
| SEC # | 801-123018 |
| CIK # | 0001653443 |
| AUM | 176.2 M (2026-04-07) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 337-504-2221 |
| Address | 500 Richland Avenue Lafayette, LA 70508 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Tesla Motors Inc | 3.6 | ||
| Nvidia Corp | 1.5 | ||
| Apple Inc | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 272 | 61.7 |
| (b) Individuals (high net worth individuals) | 67 | 111.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 855 | 176.2 |
| By Discretionary | ||
| Discretionary | 852 | 173.5 |
| Non-Discretionary | 3 | 2.7 |
| Total | 855 | 176.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 176.2 | |
| Total | 855 | 176.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001653443] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Capstone Investment Group LLC
✚
|
WA | 176.4 M |
|
Collins Advisors LLC
✚
|
NY | 176.4 M |
|
Parable LLC
✚
|
FL | 176.3 M |
|
NDWM LLC
✚
|
CA | 176.3 M |
|
Collar Capital Management LLC
✚
|
WI | 176.3 M |
|
McLaughlin Asset Management Inc
✚
|
IL | 176.1 M |
|
Pacifica Wealth Advisors Inc
✚
|
176.1 M | |
|
SFI Advisors LLC
✚
|
NJ | 176.0 M |
|
The Money Men Inc
✚
|
NY | 176.0 M |
|
Fellowship Investment Advisors LLC
✚
|
FL | 175.9 M |