Advantage Capital
New Orleans, LA·SEC-registered · CRD #171365
Advantage Capital is an SEC-registered investment advisory firm in New Orleans, LA managing $1.3B across 17 client accounts, with 130 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.3B
Client accounts
17
Advisory staff
130
Fee model
Fee-only
How Advantage Capital is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
BEFORE YOU CALL ADVANTAGE CAPITAL
See how Advantage compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Advantage Capital. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Advantage Capital? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Advantage Capital
How much does Advantage Capital manage?
Per its most recent SEC Form ADV filing (05/14/2026), Advantage Capital reports $1.3B in regulatory assets under management across roughly 17 client accounts.
How does Advantage Capital charge?
Advantage Capital is a fee-only firm. Its disclosed compensation arrangements are: not specified. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Advantage Capital a fiduciary?
Yes. Advantage Capital is registered with the U.S. Securities and Exchange Commission (CRD #171365), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Advantage Capital taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Advantage Capital and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in New Orleans, LA
Profile compiled from Advantage Capital's public SEC Form ADV filing (CRD #171365, filed 05/14/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Advantage Capital. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Advantage Capital? Claim this profile.