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AVALON CAPITAL MANAGEMENT
CRD 107501 · SEC 801-41657
495 SEAPORT COURT STE 106, PORT OF REDWOOD CITY, CA, 94063-2785, United States
Phone
650-306-1500
Fax
650-306-1499
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$582.2M
Discretionary AUM
$463.9M
Team
5 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $9.8M |
| High net worth individuals | 129 | $550.3M |
| Pension/profit sharing plans | 1 | $20.6M |
| Charitable organizations | 1 | $1.4M |
| Corporations/business entities | 1 | $105K |
States served
CA, NV, TX
All web addresses on file
Official SEC filing: View on IAPD