Avant Garde Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$448,469
Clients
8
Advisors
2
across 2 offices
About
Avant‑Garde Capital provides discretionary investment management to high‑net‑worth individuals, trusts, family offices, retirement plans and charitable organizations, focusing on income‑generation strategies for qualified investors. The firm manages accounts individually (not pooled) and requires clients to meet the “qualified client” definition under Rule 205‑3, with a stated minimum account size.
AGC’s investment approach centers on two proprietary options strategies: a covered‑call program applied to stock portfolios and a credit‑spread program that can be implemented with cash without owning the underlying equities. Positions are selected using both fundamental and technical analysis and are executed in separately managed accounts, with ongoing supervision and daily client access to account activity; the firm notes the specific risks inherent in option trading.
Noteworthy features include compensation on a performance‑fee basis and the firm’s focus on qualified clients, a combination that is uncommon among peers. Avant‑Garde Capital operates at a relatively small scale and emphasizes individualized account management, monthly condensed reporting, and full transparency of holdings rather than pooled investment vehicles.
Client services
Expertise
Fee options
50% of profits (performance fee); fees may be negotiated per account
Account minimum: $100,000
Main office
See office3455 Peach Tree Road 5th Floor
Atlanta GA 30326
Advisors at this office
1
Offices (2)
Most active in
California · Georgia
Also doing business as
Avant Garde Capital · Avant Garde Capital, LLC
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
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Real estate agent
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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