Avant Financial Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated February 20, 2026, reports $196M in regulatory assets under management, 5 employees, 2 offices, and 522 accounts.
Assets Under Management
$196M
Employees
5
Offices
2 offices
Total Clients
166
Primary office
AUSTIN, TX
13341 W. US HWY 290, BUILDING 2, AUSTIN, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.9% of total clients.
Top client categories% of clientsClients
1
HNWI
66.9%
111
2
Individuals
33.1%
55
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$196Mas of February 20, 2026
Discretionary100.0%
$196M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$196M
Total Accounts522
10Y AUM Change+$70M (+55.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee33:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.