|
⚲
|
| Keyboard |
| Avant Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 297894 |
| SEC # | 801-129589 |
| CIK # | 0002063243 |
| AUM | 196.4 M (2026-02-20) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 512-910-2467 |
| Address | 13341 W US Hwy 290 Austin, TX 78737 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002063243 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.0 | ||
| Microsoft Corp | 1.4 | ||
| Amazon Com Inc | 1.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 55 | 20.2 |
| (b) Individuals (high net worth individuals) | 111 | 176.2 |
| (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 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 522 | 196.4 |
| By Discretionary | ||
| Discretionary | 522 | 196.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 522 | 196.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 196.4 | |
| Total | 522 | 196.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002063243] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 10 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Continental Investors Services Inc
✚
|
WA | 196.8 M |
|
The Bendix Financial Group Inc
✚
|
NY | 196.6 M |
|
Certified Planners Inc
✚
|
CA | 196.6 M |
|
Kingdom Legacy Advisors Corporation
✚
|
196.5 M | |
|
Smith Partners Wealth Management LLC
✚
|
NC | 196.1 M |
|
Bellingrath Wealth Management LLC
✚
|
LA | 196.1 M |
|
Hummer Financial Advisory Services Inc
✚
|
196.1 M | |
|
Frazier Financial Consultants LLC
✚
|
NC | 196.0 M |
|
Golden Gate Personal Financial Planning
✚
|
CA | 195.9 M |
|
JK Financial Inc
✚
|
TX | 195.8 M |