|
⚲
|
| Avant Capital LLC
✚
| |
|---|---|
| CRD # | 167961 |
| SEC # | 801-123018 |
| CIK # | 0001653443 |
| AUM | $126.1 MM (2024-03-04) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 337-504-2221 |
| Address | 500 Richland Avenue Lafayette, LA 70508 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 263 | 67.4 |
| (b) Individuals (high net worth individuals) | 40 | 54.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 4.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 760 | 126.1 |
| By Discretionary | ||
| Discretionary | 757 | 124.0 |
| Non-Discretionary | 3 | 2.1 |
| Total | 760 | 126.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 126.1 | |
| Total | 760 | 126.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001653443] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Equilibria Wealth Management LLC
✚
|
TX | 0.1 |
|
Rookwood Wealth Management LLC
✚
|
OH | 0.1 |
|
Maytal Asset Management LLC
✚
|
NY | 0.1 |
|
Brazos Capital LLC
✚
|
TX | 0.1 |
|
SJHL Financial Services LLC
✚
|
KS | 0.1 |
|
Nardis Advisors LLC
✚
|
NY | 0.1 |
|
Frankly Finances LLC
✚
|
FL | 0.1 |
|
Paller Financial Services Inc
✚
|
CO | 0.1 |
|
Fellowship Investment Advisors LLC
✚
|
FL | 0.1 |
|
Dynamic Wealth Advisors
✚
|
AZ | 0.1 |