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AVANATH CAPITAL MANAGEMENT, LLC

IRVINE, CA · CRD 172704 · IAPD ↗ · avanath.com · 949-269-4700

$3.75BRegulatory AUM
35Advisory reps
103Employees
0Clients
n/aPlanning clients
10Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — AVANATH CAPITAL MANAGEMENT, LLC shrank from 41 to 35 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
61
April 2025 — AVANATH CAPITAL MANAGEMENT, LLC grew from 35 to 41 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.