Avant Capital LLC
Avant Capital LLC is a registered investment advisory firm headquartered in Lafayette, Louisiana, USA, founded in 2015. The firm specializes in managing employer 401(k) plans, individual portfolios, and offering portfolio management for individuals and small businesses. They manage assets for over 260 clients, focusing extensively on both employer retirement plans and personal wealth management. Avant Capital is known for its strong client relationships and expertise in the financial advisory sector. The firm has a small team, reflecting a boutique, high-touch approach.
Investment Strategy
Avant Capital LLC provides tailored investment advisory and management services. Their strategy emphasizes portfolio management for individuals and small businesses, balanced asset allocation, and retirement planning. They build diversified investment portfolios using ETFs, mutual funds, and stocks, aiming for steady long-term growth and prudent risk control. The firm is distinguished by its specialization in employer 401(k) plans and discretionary management, with nearly half their AUM sourced from these channels. For commercial real estate clients, Avant Capital also offers short-term bridge loans for transitional, recapitalization, and acquisition needs.
Latest 13F Filing Activity
Avant Capital LLC filed their most recent 13F report on Jun 30, 2025 disclosing 71 equity positions with a total 13F market value of $129M. The fund increased holdings in Tesla Inc., Ishares TR, Wisdomtree TR among other positions. Avant Capital LLC reduced exposure to Schwab Strategic TR, Ishares TR, Proshares TR among others.
Top Holdings
Equity Positions (71)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DGRW | WISDOMTREE TR | 6.61% | $8.5M | 101,824 | $80.95 | $83.74 | +$603.2K |
S SCHD | SCHWAB STRATEGIC TR | 6.55% | $8.4M | 318,606 | $27.33 | $26.50 | -$536.2K |
U USMV | ISHARES TR | 5.61% | $7.2M | 76,993 | $88.79 | $93.87 | -$300.7K |
V VTV | VANGUARD INDEX FDS | 4.86% | $6.3M | 35,445 | $169.55 | $176.74 | +$257.3K |
M MTUM | ISHARES TR | 4.67% | $6.0M | 25,071 | $206.92 | $240.32 | +$952.6K |
Industry Allocation
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