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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-17-2014
- Office Locations
- 2
Office Locations
About Avant Capital, LLC
Avant Capital, LLC is a Lafayette, Louisiana RIA providing personalized investment advisory and wealth management, including investment management, employer-sponsored retirement plan services, insurance planning, retirement planning, and college funding. The firm serves individuals and families, self-employed professionals, entrepreneurs, business owners and retirees across Louisiana and the Houston metro area, and is expanding into Florida's Panhandle. Portfolios are primarily ETF-based and custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARK ANTHONY AVANT
Chief Compliance Officer, FOUNDER, Investment Advisor
- CRD
- #2218785
- Ownership
- 75% or more
LISA LORRAINE AVANT
Investment Advisor
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Walter Bluford Kilby
--
- CRD
- #8242660
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $173,496,367 | $203,634 |
| Non-Discretionary | $2,709,828 | $903,276 |
| Total | $176,206,195 | $206,089 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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