AVALON CAPITAL MANAGEMENT
Firm details
- Headquarters
- REDWOOD CITY, California
- CRD number
- 107501
- Registered since
- June 4, 1992
- Website
- avaloncapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI94.52%
- Pension & Profit Sharing Plans3.53%
- Individuals1.68%
- Charitable Organizations0.25%
- Corporations / Businesses0.02%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Avalon Capital Management is an independent, individually owned registered investment adviser that has been operating since the early 1990s. The firm serves both individual and family clients as well as institutional relationships, offering financial planning and portfolio management tailored to individuals and small businesses. Its typical billing combines a percentage-of-assets model with hourly charges for advice or planning work. Avalon does not identify as an ESG-focused manager, and it is not structured as a multi-state adviser or a capital allocator in the sense of running a centralized fund-of-funds platform. Its advisory footprint is concentrated on discretionary investment management and planning for private clients rather than institutional pension consulting or family office services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Exchange Traded Equities35%
- Cash & Cash Equivalents9%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1CLARA BASILE
Co-Founder & CEOCRD 1939862
Contacts
3 of 4KELI COLE
Client Service and OperationsCRD 5191507
ROSS REVENAUGH
PartnerCRD 4265794
BRIAN AULD
CRD 8186013
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$208M in ETFs
72%
$150M
20%
$57.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK GOLD MINERS ETF (GDX) | VanEck | Passive | Equity Precious Metals | $23.1M | 251,945 | 11.13% |
Location
REDWOOD CITY, CA
SAN MATEO
Location
REDWOOD CITY, CA
Headquartered in REDWOOD CITY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 495 Seaport Ct
- Time zone
- PT (UTC-8)
- Office locations
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