Lisa Avant is a control person of Avant Capital and directly owns between 10% and 25% of it.
Avant Capital is an investment adviser based in Lafayette, LA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $176 million, as filed on 7 April 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 3216690
- Firm
- Avant Capital · CRD 167961
- Role
- Member
- In role since
- November 2022 · 3 years
- Control person
- Yes
- Direct ownership
- 10% to 25%
- Firm headquarters
- Lafayette, LA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Lisa Avant work?
Lisa Avant has held the title Member at Avant Capital, LLC since November 2022, and is a control person of the firm.
How can I verify Lisa Avant’s record?
Lisa Avant’s role is listed on Avant Capital, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 167961.
