$196.4M Total AUM
$196.4M Disc. AUM
-- 3Y CAGR
5 Employees
176 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Legacy atlasPathway +more
- Established Date
- 09-20-2018
- Office Locations
- 2
Office Locations
13341 W. US HWY 290 Building 2 Austin TX
-- Waco TX
About Avant Financial Advisors
Avant Financial Advisors is a fee-only financial planning and investment management firm based in Austin, TX. The team simplifies clients’ full financial picture—goals-based planning, tax and estate considerations, and ongoing portfolio management—without commission product sales. Uses Charles Schwab as a primary custodian and allocates heavily through ETFs and public funds.
Team overview
41 AVG AGE
$98.2M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
6 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
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Asset Classes
Pioneer ridge Insight
Client Personas
Atlas
Custodian
Eagle glacier Alpha atlas
Investment Themes
Pioneer
Investment Vehicles
Ember
Platform
Unison quantum
Services
Horizon Oak legacy Delta pioneer Glacier horizon Optima Meridian Vertex Foundation
Technology
Ridge Ember unison Vector
Owner & Executives
S
SCOTT MATTHEW ELA
Chief Compliance Officer, Managing Member
- CRD
- #6379699
- Ownership
- 75% or more
(405) 203-8789
pioneer.frontier@legacycapital.com
in linkedin.com/in/timber-element
T
THOMAS JAMES STEVENSON
Assistant Vice President, Financial Advisor, Underwriter
- CRD
- #5957044
- Ownership
- 10% but less than 25%
(316) 532-5310
oak.north@catalystcapital.com
in linkedin.com/in/capital-alpha
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $196,402,029 | $376,249 |
| Non-Discretionary | $0 | -- |
| Total | $196,402,029 | $376,249 |
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Separately Managed Accounts
Total SMA Asset: $196,402,029
Equity - Exchange:
30.0% Public Funds:
6.2% Cash:
17.1% Corporate - Investment Grade:
29.7% U.S. Government/Agency:
17.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,511,712,083 | 30.0% |
| Public Funds | $519,087,164 | 6.2% |
| Cash | $1,431,675,887 | 17.1% |
| Corporate - Investment Grade | $2,486,594,962 | 29.7% |
| U.S. Government/Agency | $1,423,303,514 | 17.0% |
| Total | $8,372,373,610 | 100.0% |