Avant Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Avant Capital provides investment advisory and retirement plan services to individuals, high net worth clients, trusts, estates, and employer-sponsored plans. It reports managing roughly $176.2 million in client assets for 339 clients and also offers financial planning and ERISA-related plan oversight.
The firm delivers discretionary, customized portfolio management that emphasizes long-term strategies implemented with low-cost mutual funds and ETFs, while also using individual stocks or bonds when appropriate. Avant Capital applies both fundamental and technical analysis, works with clients to establish goals and risk tolerance, and may execute shorter-term trades for rebalancing, tax management, or liquidity needs.
Distinctive features include a small, founder-led practice in which the founder/CCO remains the primary reviewer of accounts and the firm serves a relatively large client base with only two advisory professionals, resulting in a high client-per-advisor workload compared with peers. The firm maintains an institutional custody relationship that provides platform benefits and several advisory personnel are licensed insurance professionals who may receive commission-based compensation in addition to advisory fees, a potential conflict clients should consider.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees generally start at $1,500, negotiable
$0+: 0.95% to 2.00% annually depending on assets, services, and client relationship N/A - N/A: 0.10% on Cash and Cash Equivalents N/A - N/A: 0.25% on CDs N/A - N/A: 0.35% on Individual Bonds
$200 per hour for financial planning services
Account minimum: $3,000 Minimum fee: Minimum fee of $5 per month ($15 per quarter) Fee-only: Financial planning services offered hourly and fixed fee basis
Main office
See office500 Richland Avenue
Lafayette LA 70508
Advisors at this office
1
Offices (2)
Most active in
Florida · Louisiana · Mississippi · Texas
Also doing business as
Avant Capital, LLC · Avant Capital, LLC.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Walter K
Series 65
Santa Rosa Beach, FL
Avant Capital, LLC
Walter Kilby is a Series 65-registered advisor with Avant Capital, LLC, based in Santa Rosa Beach, FL. He has one year of industry experience and joined Avant Capital in 2026. Prior to entering the financial advisory field, he worked at Ace Hardware, RealJoy Vacations, Advance Local, and Dex Media. Avant Capital provides investment advisory and retirement plan services to individuals, high net worth clients, trusts, estates, and employer-sponsored plans. The firm emphasizes long-term, customized portfolio management using low-cost mutual funds and ETFs, combined with fundamental and technical analysis.
Mark A
Series 63, Series 65
Lafayette, LA
Avant Capital, LLC
Mark Avant is a financial advisor at Avant Capital, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Avant Capital since 2014. Avant is also the owner of L And M Avant Holdings, LLC, a commercial property management company. Avant Capital provides investment advisory and retirement plan services to individuals, high net worth clients, trusts, estates, and employer-sponsored plans. The firm offers discretionary, customized portfolio management focused on long-term strategies using low-cost mutual funds and ETFs, supplemented by individual stocks or bonds as appropriate.
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