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William Randolph Avant

SAOS CAPITAL, LLC·MOUNT PLEASANT, South Carolina
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410 MILL ST, MOUNT PLEASANT, SC 29464CRD# 4517403Firm CRD# 159515
01

About

William Randolph Avant is a registered financial advisor based in MOUNT PLEASANT, South Carolina, affiliated with SAOS CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SAOS CAPITAL, LLC
SAOS CAPITAL, LLC
AUM
$169M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SAOS CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4517403
Firm CRD# 159515
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Randolph Avant offer?
William Randolph Avant specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MOUNT PLEASANT, South Carolina for a consultation.
What are William Randolph Avant's credentials?
William Randolph Avant is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Randolph Avant located?
William Randolph Avant is based in MOUNT PLEASANT, South Carolina, working with SAOS CAPITAL, LLC. Their office serves clients in the MOUNT PLEASANT metropolitan area and surrounding communities.
How does William Randolph Avant charge for services?
William Randolph Avant's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAOS CAPITAL, LLC?
SAOS CAPITAL, LLC has approximately 4 employees and manages $169M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MOUNT PLEASANT
William Fred Gunderson — GUNDERSON CAPITAL MANAGEMENTKyra Hollowell Morris — MORRIS FINANCIAL CONCEPTS, INC.Robert Stanley Morris — MORRIS FINANCIAL CONCEPTS, INC.Mario Anthony Nardone — MORRIS FINANCIAL CONCEPTS, INC.Samuel Wayne Gamble — SAOS CAPITAL, LLC
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)COLUMBIA (64)FORT MILL (31)FLORENCE (24)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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