Avant Capital, LLC logo

Avant Capital, LLC

Updated today

Client assets under management

$173,334,365

Clients

339

20% high-net-worth

Advisors

2

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

170

Very High

Average account size

$511,311

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

Financial planning Portfolio management Pension consulting

Expertise

Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning fixed fees generally start at $1,500, negotiable

Percentage

$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

Project-based

$200 per hour for financial planning services

Other

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 location

Avant Capital, LLC

500 Richland Avenue

Lafayette LA 70508, United States

Number of offices

2

Most active in

Florida · Louisiana · Mississippi · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Walter K

Series 65

Santa Rosa Beach, FL

Avant Capital, LLC

Walter Kilby is a Series 65-credentialed advisor at Avant Capital, LLC with one year of experience in investment advisory services. Prior to joining Avant Capital, he held roles at Ace Hardware, RealJoy Vacations, Advance Local, and Dex Media. Avant Capital provides investment advisory services to individuals, trusts, estates, and retirement plans. The firm builds customized, primarily long-term portfolios using low-cost mutual funds and ETFs alongside individual stocks and bonds, employing both fundamental and technical analysis with ongoing portfolio monitoring and rebalancing.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Mark A

Series 63, Series 65

Lafayette, LA

Avant Capital, LLC

Mark Avant is the sole advisor at Avant Capital, LLC in Lafayette, Louisiana, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avant Capital since 2014, following prior roles at Avant & Associates LLC and L and M Avant Holdings, LLC. He is also an independent insurance agent involved in the sale of life, health, and variable insurance products. Avant Capital serves individuals, trusts, estates, and retirement plans by offering discretionary investment management and retirement-plan advisory services. The firm uses a primarily long-term investment approach tailored to client objectives, combining fundamental and technical analysis to build diversified portfolios using low-cost mutual funds, ETFs, and selective individual securities.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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