Avant Capital, LLC

Retirement Plan Advisor

Lafayette, LA

About Avant Capital, LLC

<p>Built around employer retirement plans and personal wealth planning, Avant Capital, LLC is a registered investment advisor with its headquarters in Lafayette in Louisiana’s Acadiana region and an additional office in Santa Rosa Beach along Florida’s Emerald Coast.</p> <p>Founded in 2022, the firm works with individuals, families, self-employed professionals, entrepreneurs, business owners, and retirees. Its client base spans Louisiana, the Houston metro area in Texas, and the Florida Panhandle, including Destin and Santa Rosa Beach.</p> <p>Avant Capital provides investment advisory and investment management services alongside wealth management, retirement planning, insurance planning, and college funding guidance. For employers, the firm supports employer-sponsored retirement plans and offers <a href="/retirement-plans">retirement plan providers</a> services that include 3(21) fiduciary support.</p> <p>Avant Capital reported $0.2B in assets under management as of 2026. A key point of differentiation is its mix of 3(21) plan support and day-to-day planning for business owners and retirees in the Gulf Coast and Florida Panhandle markets.</p> <ul> <li>Investment advisory and investment management</li> <li>Wealth management</li> <li>Employer-sponsored retirement plan support (3(21))</li> <li>Retirement and insurance planning</li> <li>College funding planning</li> </ul>

Website: https://www.avantcapitalllc.com/

Founded: 2022

Office Locations

  • Lafayette, LA (Headquarters)
  • Santa Rosa Beach, FL

Services Offered

  • 3(21) Investment Advisor

Client Statistics (2026)

  • Total Clients: 0
  • Total AUM: $154.9M

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