Avant Capital LLC

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Assets, Funds, Holdings

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Avant Capital LLC
CRD #167961
SEC #801-123018
CIK #0001653443
AUM $154.9 M (2025-04-30)
Employees 4 (25% Investors, 0% Brokers)
Phone337-504-2221
Address500 Richland Avenue
Lafayette, LA 70508
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
16012896643202011201620212026
Sector Form 13F Holdings Value ($M)
Tesla Motors Inc 2.5
Nvidia Corp 1.3
Apple Inc 1.0
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
13010478522602021202220242026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 286 56.2
(b) Individuals (high net worth individuals) 63 93.3
(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 4.8
(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 0.6
(n) Other 0 0.0
Total 819 154.9
By Discretionary
Discretionary 816 152.5
Non-Discretionary 3 2.5
Total 819 154.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 154.9
Total 819 154.9
EDGAR Form CIK 2011 - 2025
13F-HR [0001653443]
Comparable Firms State AUM ($B)
Spinosa Wealth Management Group LLC
LA 0.2
First Mason Financial LLC
OH 0.2
The Heaton Hoppes Group LLC
IA 0.2
Carey Consulting Wealth Management Inc
CA 0.2
Confidential Management Advisors Inc
MI 0.2
WJ Financial Advisors LLC
CT 0.2
Authentikos Wealth Advisory LLC
CA 0.2
Bey-Douglas LLC
GA 0.2
Hillspring Financial Inc
AZ 0.2
Marathon Mission Inc
NY 0.2
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