Santa Rosa Beach, FL Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Avant Capital, LLC
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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.
Based on Avant Capital, LLC
Location
5410 E. County Hwy 30 A, Suite 203
Santa Rosa Beach FL 32459
Advisors at this office
1
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