William Randolph Avant
Investment adviser representative at Saos Capital, LLC
8 yearsExperience
3 statesRegistered in
$239.1MFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
8 years in the industry.
- Saos Capital, LLCNov 2011 to now
- Kovack Securities Inc.Oct 2014 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 3 states (SC, TX, WA).
Saos Capital, LLC
$239.1MAssets managed
561Clients
3Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4517403
- Firm CRD
- 159515