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Financial Advisor · Avant Financial Advisors

Thomas J. Stevenson

CRD 5957044 · Named on Form ADV at one SEC-registered adviser

At a glance

Avant Financial Advisors, an SEC-registered wealth manager based in Austin, TX with $196 million in regulatory assets, lists Thomas J. Stevenson on its Form ADV as Financial Advisor.

Firms and roles

AtlasMembers

Thomas’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Scott M. ElaManaging Member and CCO, Avant Financial Advisors

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Thomas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.