# 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.

- CRD: 167961
- Filed as: AVANT CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lafayette, LA
- Filing period: October 2026
- Form ADV filing dated: April 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167961
- AdvisorCensus page: https://advisorcensus.com/firm/avant-capital-llc-lafayette-la-167961

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 7, 2026)

- Account minimum: $3,000 (the brochure says it may be waived or negotiated)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $176,206,195
- Discretionary: $173,496,367
- Non-discretionary: $2,709,828

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 272 | $61,692,211 |
| High net worth individuals | 67 | $111,642,154 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,712,309 |
| Corporations or other businesses not listed above | Fewer than 5 | $159,521 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2022 (4 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, MS, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Santa Rosa Beach, FL

### Websites listed on Form ADV (Item 1.I)
- avantcapitalllc.com
- Facebook @Avant-Capital-LLC-304343136397292
- LinkedIn @avant-capital-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $114,557,063 | 4 | March 17, 2022 |
| October 2023 | $109,511,408 | 4 | April 14, 2023 |
| October 2024 | $126,085,281 | 4 | March 4, 2024 |
| October 2025 | $154,941,943 | 4 | April 30, 2025 |
| October 2026 | $176,206,195 | 5 | April 7, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Avant Capital, LLC (CRD 167961): Form ADV filing data as of October 2026.