Avalon Capital Management
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, CAIA Registered
-
Keli D ColeCRD 5191507 · Port Of Redwood City, CAIA Registered
-
Ross Norman RevenaughCRD 4265794 · Port Of Redwood City, CAIA 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.
SEC IAPD record for firm CRD 107501 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.