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AVANT FINANCIAL ADVISORS

AUSTIN, TX · CRD 297894 · IAPD ↗ · 512-910-2467

$196.4MRegulatory AUM
2Advisory reps
5Employees
10Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
March 2025 — AVANT FINANCIAL ADVISORS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
March 2025 — AVANT FINANCIAL ADVISORS reported RAUM up 25% ($126.6M -> $158.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
December 2024 — AVANT FINANCIAL ADVISORS notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
October 2024 — AVANT FINANCIAL ADVISORS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
March 2024 — AVANT FINANCIAL ADVISORS (location n/a) is newly SEC-registered with $126.6M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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