Walter B. Kilby

AVANT CAPITAL

SANTA ROSA BEACH, FL 32459

CRD#: 8242660

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Professional summary

Walter Bluford Kilby is a registered financial advisor currently at AVANT CAPITAL, LLC located in Santa Rosa Beach, Florida.

Walter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Walter has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Walter Bluford Kilby's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 7, 2026 - Present

AVANT CAPITAL, LLC

Office #1: 5410 E. County Hwy 30a Suite 203, Santa Rosa Beach, FL 32459

RIA

CRD#: 167961

SANTA ROSA BEACH, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AVANT CAPITAL, LLC

AVANT CAPITAL, LLC | AVANT CAPITAL, LLC.

CRD#: 167961 / SEC#: 801-123018

RIA

Registered Investment Advisory firm - (1/10/2022 Approved)

Louisiana

Registered Investment Advisory firm - (2/1/2022 Terminated)

Mississippi

Registered Investment Advisory firm - (1/25/2022 Terminated)

Texas

Registered Investment Advisory firm - (1/25/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(4/7/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/3/2026

Uniform Investment Adviser Law Examination

Current Firm

AVANT CAPITAL, LLC

AVANT CAPITAL, LLC | AVANT CAPITAL, LLC.

CRD#: 167961 / SEC#: 801-123018

RIA

Registered Investment Advisory firm - (1/10/2022 Approved)

Louisiana

Registered Investment Advisory firm - (2/1/2022 Terminated)

Mississippi

Registered Investment Advisory firm - (1/25/2022 Terminated)

Texas

Registered Investment Advisory firm - (1/25/2022 Terminated)

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Contact information

Main Address

500 Richland Avenue, Lafayette, LA 70508

Mailing Address

Phone number

(337) 504-2221

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AVANT CAPITAL, LLC DISCLOSURE BROCHURE, BROCHURE SUPPLEMENT, AND PRIVACY POLICY (4/30/2025)

Regulatory assets under management

Total Number of Accounts	819
AUM (Assets Under Management)	$ 154,941,943

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Walter B. Kilby

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Walter Bluford Kilby's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVANT CAPITAL, LLC

Primary Firm SEC Registration

AVANT CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/3/2026

Current Firm

AVANT CAPITAL, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AVANT CAPITAL, LLC

TRUST BUT VERIFY

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