Advantage Capital

Registered investment advisor · New Orleans, Louisiana · CRD #171365

Assets Under Management

$1.3B

Client Accounts

Employees

230

CRD Number

171365

Registration

SEC Registered

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Advantage Capital

Advantage Capital is an investment advisory firm that focuses on growth-ready entrepreneurs and underserved areas, investing in small businesses, affordable housing, and energy solutions to stimulate local economies. They provide equity and debt management, government guaranteed lending, and state tax credits. Their approach emphasizes driving capital to underrepresented communities.

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Advantage Capital

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is Advantage Capital's AUM?

Advantage Capital reports approximately $1.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Advantage Capital headquartered?

Advantage Capital is headquartered in New Orleans, Louisiana.

What is Advantage Capital's CRD number?

Advantage Capital's CRD number is 171365. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.