Avant Financial Advisors provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Avant Financial Advisors reports 166 clients. They include 111 high-net-worth individuals and 55 individual clients. Of its assets, 100.0% ($196M across 522 accounts) are managed with discretion. It advised 10 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 33% | 10% |
| High-net-worth individuals | 67% | 90% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 55 | $20.2M | 10.3% | $368K |
| High-net-worth individuals | 111 | $176M | 89.7% | $1.59M |
| Total | 166 | $196M | 100% | $1.18M |
- Clients
- 55
- Regulatory AUM
- $20.2M
- AUM share
- 10.3%
- Avg. per client
- $368K
- Clients
- 111
- Regulatory AUM
- $176M
- AUM share
- 89.7%
- Avg. per client
- $1.59M
Total
- Clients
- 166
- Regulatory AUM
- $196M
- AUM share
- 100%
- Avg. per client
- $1.18M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 10
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Avant Financial Advisors charges 0.50%–1.00% a year for its Wealth Management Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Stand-alone financial planning is a fixed fee of $3,500 to $8,000 per engagement, negotiable, with an estimate before work begins.
Scott Ela owns 75% or more of Avant Financial Advisors. It has 5 employees, 2 of them in advisory roles.
Leadership
Scott ElaManaging Member and CCO- Thomas StevensonFinancial Advisor
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Avant Financial Advisors LLC
Scott Ela
Control person · since June 2018
- Owns 10% to 25% of Avant Financial Advisors LLC
Thomas Stevenson
since January 2024
Avant Financial Advisors’ regulatory assets grew 1.6× from $127M (January 2024) to $196M (February 2026); clients rose from 127 to 166 and employees from 3 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $196M | 166 | 5 | 3 |
| February 2025 | $158M | 144 | 5 | 3 |
| January 2024 | $127M | 127 | 3 | 1 |
Besides its headquarters, Avant Financial Advisors has 2 offices (2 private residences, listed without an address), with 1 listed address in Texas.
Texas · 1 listed address
- 13341 W. US Hwy 290, Building 2, AustinHQ
Contact and registration details
- Legal name
- Avant Financial Advisors LLC
- Headquarters
- 13341 W. US Hwy 290, Building 2, Austin, TX 78737
- Website
- avantfinancialadvisors.com
- Phone
- 512-910-2467
- @avantfinancialadvisors
- SEC file
- 801-129589
- Structure
- Texas LLC
- Fiscal year end
- December
Avant Financial Advisors uses Charles Schwab ($165M) as custodian for its separately managed accounts. Avant Financial Advisors has custody of $59.4M in client assets for 74 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $165M100%
At year end, Avant Financial Advisors’ separately managed accounts were mostly in stocks (69%) and funds (25%). Its reported 13F holdings for the quarter ended 30 June 2026 total $161M across 69 positions; the largest are Vanguard Index Fds (9.8%), Dimensional ETF Trust (8.7%) and Vanguard Tax-managed Fds (8.2%).
What the accounts hold
- Stocks69%
- Funds25%
- Bonds2%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash4%
Reported 13F holdings
- $161M
- Reported 13F value
- 69
- Positions
- 53.9%
- In the 10 largest
- +12.9%
- Value vs. prior quarter
- Vanguard Index Fds · Total Stk Mkt9.8%
- Dimensional ETF Trust · US Small Cap ETF8.7%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt8.2%
- American Centy ETF TR · Avantis Emgmkt5.5%
- Pimco ETF TR · Inter Mun BD Act4.4%
- American Centy ETF TR · Intl Smcp Vlu3.9%
- Dimensional ETF Trust · US Equi Mark ETF3.7%
- Dimensional ETF Trust · Emerging Mkts CO3.5%
- Dimensional ETF Trust · Intl Small Cap V3.3%
- Vanguard Scottsdale Fds · Int-term Corp.2.9%
Together, the ten largest are 53.9% of reported value.
How many clients does Avant Financial Advisors have?
Avant Financial Advisors has 166 clients and manages $196 million for them, as of February 2026. They include 111 high-net-worth individuals and 55 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 February 2026
What services does Avant Financial Advisors offer?
Avant Financial Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Avant Financial Advisors charge?
Avant Financial Advisors charges 0.50%–1.00% a year for its Wealth Management Services. The fee is billed in advance and is negotiable.
Which custodians does Avant Financial Advisors use?
Avant Financial Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $165M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 February 2026
How many financial advisors does Avant Financial Advisors have?
Avant Financial Advisors has 2 investment adviser representatives registered with state securities authorities, out of 5 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Financial Advisors invest in?
At the end of its last fiscal year, Avant Financial Advisors’ separately managed accounts held 69% exchange-traded equities, 25% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents, 1% U.S. government and agency bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Avant Financial Advisors?
Avant Financial Advisors’ direct owners are Scott Ela (75% or more) and Thomas Stevenson (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 20 February 2026
How does Avant Financial Advisors get paid?
Avant Financial Advisors is paid through a percentage of assets under management 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 Financial Advisors?
Avant Financial Advisors’ main office is at 13341 W. US Hwy 290, Building 2, Austin, TX 78737. Its phone number is 512-910-2467. Its website is avantfinancialadvisors.com.