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Avalon Capital Management

CRD 107501  ·  Port Of Redwood City, CA  ·  $582.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
107501
SEC number
801-41657
Firm type
RIA
Assets under management
$582.2M as of Mar 19, 2026
Website
www.avaloncapital.com ↗
Phone
650-306-1500
Address
495 Seaport Court Ste 106, Port Of Redwood City, CA, 94063-2785

Advisors at this firm

3 in our index · page 1 of 1

  • Clara BasileCRD 1939862 · Port Of Redwood City, CA
    IA Registered
  • Keli D ColeCRD 5191507 · Port Of Redwood City, CA
    IA Registered
  • Ross Norman RevenaughCRD 4265794 · Port Of Redwood City, CA
    IA RegisteredRegistration inactive
1–3 of 3

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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