Avalon Advisory Group LLC
● SEC registered since 2018CRD 297090SEC# 801-113420Wexford, PA
Reg. AUM
$290.3M
Employees
4
Accounts
457
Location
Wexford, PA
Avalon Advisory Group LLC assets under management
Avalon Advisory Group LLC operates as an SEC-registered investment adviser based in Wexford, PA. The firm has been registered since 2018. It reports $290.3 million in regulatory assets under management and employs 4 people.
Avalon Advisory Group LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Caitlin Nmn Cully Control | Principal, Cco | 50-75% | 2018 |
| John Joseph Cully Control | Principal | 25-50% | 2018 |
| Walter Andrew Laub Control | Principal / Director Of Financial Planning | 10-25% | 2021 |
Frequently asked questions
How much does Avalon Advisory Group LLC manage?
Avalon Advisory Group LLC reports $290.3 million in regulatory assets under management on its Form ADV.
How many employees does Avalon Advisory Group LLC have?
Avalon Advisory Group LLC reports 4 employees.
Where is Avalon Advisory Group LLC located?
Avalon Advisory Group LLC is based in Wexford, PA and has been SEC-registered since 2018.
Does Avalon Advisory Group LLC disclose fund performance?
Avalon Advisory Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 150 N Meadows Drive, Suite 220, Wexford, PA 15090 |
| Phone | (412) 879-0584 |
| Office hours | 9:00 - 5:00 |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1802119 |
| Discloses disciplinary history | No |
Regulatory AUM
$290.3M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$290.3Mregulatory AUM
Discretionary $290.3M