Advantage Capital

Advantage Capital (CRD# 171365) is a financial advisory firm headquartered in New Orleans, LA. They manage $832,517,387 in 10 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
909 Poydras Street, Suite 2230, New Orleans, LA 70112
https://www.linkedin.com/company/advantagecapital/
By the Numbers
  • Total Assets Under Management
    833
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $83,251,739
Compensation Options
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, MO, TX

Financial Advisors at Advantage Capital
Showing 1 - 8 of 8 top financial advisors.
1
Joseph Lynch, financial advisor Austin TX
Joseph P. Lynch
CRD#: 5697764
900 S. Capital Of Texas Hwy., Las Cimas Building 4, Suite 480, Austin, TX 78746

Joseph Lynch (CRD# 5697764) is an Investment Advisor Representative working at Advantage Capital in Austin, TX and has 1 year of experience in the finance industry.

2
Damon Rawie, financial advisor Austin TX
Damon L. Rawie
CRD#: 2215876
900 S. Capital Of Texas Highway, Las Cimas Building 4, Suite 480, Austin, TX 78746

Damon Rawie (CRD# 2215876) is an Investment Advisor Representative working at Advantage Capital in Austin, TX and has over 31 years of experience in the finance industry.

3
Brian Anderson, financial advisor Austin TX
Brian J. Anderson
CRD#: 4018854
900 S. Capital Of Texas Highway, Las Cimas Buildings 4, Suite 480, Austin, TX 78746

Brian Anderson (CRD# 4018854) is an Investment Advisor Representative working at Advantage Capital in Austin, TX and has 1 year of experience in the finance industry.

4
Erin Harvey, financial advisor Austin TX
Erin A. Harvey
CRD#: 7793795
900 S. Capital Of Texas Highway, Las Cimas Building 4, Suite 480, Austin, TX 78746

Erin Harvey (CRD# 7793795) is an Investment Advisor Representative working at Advantage Capital in Austin, TX and has 1 year of experience in the finance industry.

5
Jonathan Kofos, financial advisor Austin TX
Jonathan E. Kofos
CRD#: 7139067
900 S. Capital Of Texas Highway, Las Cimas Building 4, Suite 480, Austin, TX 78746

Jonathan Kofos (CRD# 7139067) is an Investment Advisor Representative working at Advantage Capital in Austin, TX and has 1 year of experience in the finance industry.

6
Adan Leal, financial advisor Austin TX
Adan A. Leal
CRD#: 7589693
900 South Capital Of Texas Highway, Las Cimas Building 4, Suite 480, Austin, TX 78746

Adan Leal (CRD# 7589693) is an Investment Advisor Representative working at Advantage Capital in Austin, TX and has 1 year of experience in the finance industry.

7
Arjun Mohan, financial advisor Austin TX
Arjun K. Mohan
CRD#: 7276638
900 S. Capital Of Texas Highway, Las Cimas Building 4, Suite 480, Austin, TX 78746

Arjun Mohan (CRD# 7276638) is an Investment Advisor Representative working at Advantage Capital in Austin, TX and has 1 year of experience in the finance industry.

8
Colin Nickells, financial advisor Austin TX
Colin L. Nickells
CRD#: 7803604
900 South Capital Of Texas Highway, Las Cimas Building 4, Suite 480, Austin, TX 78746

Colin Nickells (CRD# 7803604) is an Investment Advisor Representative working at Advantage Capital in Austin, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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