Avant Capital, LLC
● SEC registered since 2022CRD 167961SEC# 801-123018Lafayette, LA
Reg. AUM
$176.2M
Employees
5
Accounts
855
Location
Lafayette, LA
About Avant Capital
Avant Capital is a registered investment adviser providing personalized investment advisory, wealth management, retirement plan, insurance, retirement, and college funding services. Clients include individuals, families, business owners, professionals, and retirees.
Summary based on the firm’s website.
Avant Capital, LLC assets under management
Avant Capital, LLC is an investment advisory firm registered with the SEC based in Lafayette, LA. The firm has been registered since 2022. It reports $176.2 million in regulatory assets under management and employs 5 people.
Avant Capital, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lisa Lorraine Avant Control | Member | 10-25% | 2022 |
| Mark Anthony Avant Control | Founder And Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does Avant Capital, LLC manage?
Avant Capital, LLC reports $176.2 million in regulatory assets under management on its Form ADV.
How many employees does Avant Capital, LLC have?
Avant Capital, LLC reports 5 employees.
Where is Avant Capital, LLC located?
Avant Capital, LLC is based in Lafayette, LA and has been SEC-registered since 2022.
Does Avant Capital, LLC disclose fund performance?
Avant Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 500 Richland Avenue, Lafayette, LA 70508 |
| Phone | (337) 504-2221 |
| Fax | (866) 936-7964 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$176.2M▲ 14%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,389 advisers
EmployeesTop 62%
More than 38% of 16,799 advisers
Assets under management
$176.2Mregulatory AUM
Discretionary $173.5MNon-discretionary $2.7M