Avant Financial Advisors
Avant Financial Advisors is an SEC-registered wealth manager in Austin, TX with $196.4M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Avant Financial Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297894, SEC 801-129589, data through 2026-02-20.
- AUM (assets under management / regulatory AUM)
- $196.4M (2026-02-20)
- Firm type
- Wealth Manager
- Location
- Austin, TX
- Employees
- 5
- Clients
- 166
- CRD
- 297894
- Ownership
- ELA, SCOTT, MATTHEW; STEVENSON, THOMAS, JAMES
How much AUM does Avant Financial Advisors have?
Avant Financial Advisors reported $196.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-20).
Who owns Avant Financial Advisors?
Disclosed owners and executives of Avant Financial Advisors include ELA, SCOTT, MATTHEW, STEVENSON, THOMAS, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.