Avant Financial Advisors LLC
Avant Financial Advisors LLC is a fee-only investment adviser headquartered in Dripping Springs, Texas. Founded in June 2018, the firm is led by principal owner Scott Matthew Ela. It provides wealth management and investment advisory services by developing personalized investment policies for clients based on their individual financial goals, backgrounds, and risk tolerances. Avant Financial Advisors specializes in simplifying complex financial matters into actionable strategies, with a focus on genuine client relationships and transparent pricing. As of December 2022, the firm reported $86.3 million in assets under management and primarily serves individuals seeking tailored financial planning and portfolio management solutions. The firm registered with the State of Texas, and its team is described as small and closely client-focused.
Investment Strategy
Avant Financial Advisors LLC customizes individually tailored investment portfolios for each client, grounded in their personal goals, circumstances, and risk profiles. The firm engages in comprehensive discussions to establish investment objectives and asset allocation strategies, considering factors such as prior investment history, family background, and tax implications. Portfolios are managed under discretionary authority, and clients can set reasonable restrictions on security types or industry sectors. The approach prioritizes the balance between capital appreciation, growth, income, and tax efficiency, with continuous portfolio supervision and adaptation to client needs.
Top Holdings
Equity Positions (64)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 9.93% | $12.1M | 39,659 | $289.89 | $303.93 | +$1.3M |
V VEA | VANGUARD TAX-MANAGED FDS | 8.61% | $10.5M | 183,369 | $47.89 | $57.01 | +$1.1M |
D DFSV | DIMENSIONAL ETF TRUST | 7.55% | $9.2M | 311,396 | $30.51 | $29.43 | +$1.6M |
A AVEM | AMERICAN CENTY ETF TR | 4.58% | $5.6M | 81,053 | $59.54 | $68.54 | +$1.0M |
M MUB | ISHARES TR | 4.06% | $4.9M | 47,217 | $106.25 | $104.48 | +$503.7K |