AdvisorCensus / Financial advisors / Louisiana / Lafayette / Avant Capital, LLC
Avant Capital, LLC is an SEC-registered investment advisory firm in Lafayette, LA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 7, 2026.
Quick answers
From the filingHow is Avant Capital, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Avant Capital, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Avant Capital, LLC located?
Avant Capital, LLC's principal office is in Lafayette, LA, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Avant Capital, LLC registered with the SEC or a state?
Avant Capital, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 167961.
How much does Avant Capital, LLC manage?
Avant Capital, LLC reports $176,206,195 in regulatory assets under management in its Form ADV filing dated April 7, 2026 (98% discretionary).
How have Avant Capital, LLC's assets and staff changed since 2022?
In the Form ADV data for Avant Capital, LLC: Regulatory assets under management: $114,557,063 in the October 2022 data and $176,206,195 in the October 2026 data, up 54%. Total employees: 4 in October 2022 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Avant Capital, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (272); high net worth individuals (67).
Which custodians does Avant Capital, LLC use?
Avant Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Avant Capital, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/167961
Does Avant Capital, LLC state an account minimum?
Its Form ADV Part 2A brochure dated April 7, 2026 says: "Avant Capital generally requires a minimum account size of $3,000. The Advisor may waive or reduce this minimum at its sole discretion based on the circumstances of the client relationship."
What changed in Avant Capital, LLC's recent Form ADV filings?
In the May 2026 filing data: Employees performing advisory functions went from 1 to 2.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $3,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Avant Capital generally requires a minimum account size of $3,000. The Advisor may waive or reduce this minimum at its sole discretion based on the circumstances of the client relationship.
As stated in the firm's Form ADV Part 2A brochure dated April 7, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$176,206,195 as of October 2026, filing dated April 7, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 5. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the May 2026 filing
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $176,206,195 | 5 | April 7, 2026 |
| October 2025 | $154,941,943 | 4 | April 30, 2025 |
| October 2024 | $126,085,281 | 4 | March 4, 2024 |
| October 2023 | $109,511,408 | 4 | April 14, 2023 |
| October 2022 | $114,557,063 | 4 | March 17, 2022 |
Regulatory assets under management: $114,557,063 in the October 2022 data and $176,206,195 in the October 2026 data, up 54%.
Total employees: 4 in October 2022 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- May 2026
- Employees performing advisory functions went from 1 to 2.
- April 2026
- Regulatory assets under management went from $154,941,943 to $176,206,195 (+14%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Avant Capital, LLC (CRD 167961): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/avant-capital-llc-lafayette-la-167961