Avant Capital provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Avant Capital reports 339 clients. They include 272 individual clients and 67 high-net-worth individuals. Of its assets, 98.5% ($173M across 852 accounts) are managed with discretion; $2.71M across 3 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 80% | 35% |
| High-net-worth individuals | 20% | 63% |
| Pension and profit-sharing plans | Fewer than 5 | 2% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 272 | $61.7M | 35.0% | $227K |
| High-net-worth individuals | 67 | $112M | 63.4% | $1.67M |
| Pension and profit-sharing plans | Fewer than 5 | $2.71M | 1.5% | — |
| Corporations and other businesses | Fewer than 5 | $160K | 0.1% | — |
| Total | 339 | $176M | 100% | — |
- Clients
- 272
- Regulatory AUM
- $61.7M
- AUM share
- 35.0%
- Avg. per client
- $227K
- Clients
- 67
- Regulatory AUM
- $112M
- AUM share
- 63.4%
- Avg. per client
- $1.67M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.71M
- AUM share
- 1.5%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $160K
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 339
- Regulatory AUM
- $176M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Avant Capital is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is billed at $200 per hour, or as a fixed engagement fee generally starting at $1,500.
- Retirement Plan Advisory
- Retirement plan advisory is charged an annual asset-based fee of up to 1.5%, or a fixed annual fee instead.
Mark Avant owns 75% or more of Avant Capital. The leadership team of Avant Capital includes Chief Compliance Officer Mark Avant. It has 5 employees, 2 of them in advisory roles.
Staff
- 5 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 75% or more of Avant Capital, LLC
Mark Avant
Control person · since August 2012
- Owns 10% to 25% of Avant Capital, LLC
Lisa Avant
Control person · since November 2022
Avant Capital’s regulatory assets grew 1.5× from $115M (March 2022) to $176M (April 2026); clients rose from 315 to 339 and employees from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $176M | 339 | 5 | 2 |
| Apr 2025April 2025 | $155M | 349 | 4 | 3 |
| Mar 2024March 2024 | $126M | 303 | 4 | 3 |
| Apr 2023April 2023 | $110M | 300 | 4 | 3 |
| Mar 2022March 2022 | $115M | 315 | 4 | 2 |
Besides its headquarters, Avant Capital has 1 office, with 2 listed addresses across 2 states.
Florida · 1 listed address
- 5410 E. County Hwy. 30a, Santa Rosa Beach
Louisiana · 1 listed address
- 500 Richland Avenue, LafayetteHQ
Contact and registration details
- Legal name
- Avant Capital, LLC
- Headquarters
- 500 Richland Avenue, Lafayette, LA 70508
- Website
- avantcapitalllc.com
- Phone
- 337-504-2221
- @avant-capital-llc
- SEC file
- 801-123018
- Structure
- Louisiana LLC
- Fiscal year end
- December
Avant Capital’s named custodian for separately managed accounts is Charles Schwab ($170M). Avant Capital has custody of $31.7M for 78 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $170M100%
At year end, Avant Capital’s separately managed accounts were mostly in funds (80%) and stocks (11%). Its reported 13F holdings for the quarter ended 30 June 2026 total $160M across 86 positions; the largest are Wisdomtree TR (6.7%), Schwab Strategic TR (5.8%) and iShares TR (5.1%).
What the accounts hold
- Stocks11%
- Funds80%
- Cash7%
- Other2%
- Va subaccounts2%
How many clients does Avant Capital have?
Avant Capital has 339 clients and manages $176 million for them, as of April 2026. They include 272 individual clients and 67 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 April 2026
What services does Avant Capital offer?
Avant Capital provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Avant Capital use?
Avant Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $170M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 April 2026
How many financial advisors does Avant Capital have?
Avant Capital has 2 investment adviser representatives registered with state securities authorities, out of 5 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Avant Capital invest in?
At the end of its last fiscal year, Avant Capital’s separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities, 7% cash and equivalents and 2% other. The 2% other category is described as: Va Subaccounts.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Avant Capital?
Avant Capital’s direct owners are Mark Avant (75% or more) and Lisa Avant (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 7 April 2026
How does Avant Capital get paid?
Avant Capital is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Avant Capital?
Avant Capital’s main office is at 500 Richland Avenue, Lafayette, LA 70508. Its phone number is 337-504-2221. Its website is avantcapitalllc.com.
