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AVANT FINANCIAL ADVISORS
AVANT FINANCIAL ADVISORS LLC
CRD 297894 · SEC 801-129589
13341 W. US HWY 290, BUILDING 2, AUSTIN, TX, 78737, United States
Phone
512-910-2467
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$196.4M
Discretionary AUM
$196.4M
Team
5 total employees; 2 advisory reps; 10 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $20.2M |
| High net worth individuals | 111 | $176.2M |
States served
LA, TX
All web addresses on file
Official SEC filing: View on IAPD