Overview
- Headquarters
- Lafayette, LA
- Total Firm Assets
- $176 million
- Average High-Net-Worth Client Portfolio Size
- $1.7 million
- Stated Minimum Account Size
- $3,000
Fee Disclosure
Source: AVANT CAPITAL, LLC DISCLOSURE BROCHURE, BROCHURE SUPPLEMENT, AND PRIVACY POLICY (2026-04-07) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 2.00% |
Stated Minimum Annual Fee: $60
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $20,000 | 2.00% |
| $5 million | $100,000 | 2.00% |
| $10 million | $200,000 | 2.00% |
| $50 million | $1,000,000 | 2.00% |
| $100 million | $2,000,000 | 2.00% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 63.36%
- Number of High-Net-Worth Clients
- 67
- Total Client Accounts
- 855
- Discretionary Accounts
- 852
- Non-Discretionary Accounts
- 3
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Regulatory Filings
- SEC CRD Number
- 167961
- AVANT CAPITAL, LLC DISCLOSURE BROCHURE, BROCHURE SUPPLEMENT, AND PRIVACY POLICY (2026-04-07) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗