Avalon Capital Management
● SEC registered since 1992CRD 107501SEC# 801-41657Port of Redwood City, CA
Reg. AUM
$582.2M
Employees
5
Accounts
508
Location
Port of Redwood City, CA
Avalon Capital Management assets under management
Avalon Capital Management is an investment advisory firm registered with the SEC based in Port of Redwood City, CA. The firm has been registered since 1992. It reports $582.2 million in regulatory assets under management and employs 5 people.
Avalon Capital Management owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian J Auld | Shareholder | 10-25% | 2025 |
| Clara Basile Control | Partner | 10-25% | 2025 |
| Ross Norman Revenaugh Control | Managing Partner/Chief Compliance Officer | 50-75% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Avalon Capital Management manage?
Avalon Capital Management reports $582.2 million in regulatory assets under management on its Form ADV.
How many employees does Avalon Capital Management have?
Avalon Capital Management reports 5 employees.
Where is Avalon Capital Management located?
Avalon Capital Management is based in Port of Redwood City, CA and has been SEC-registered since 1992.
Does Avalon Capital Management disclose fund performance?
Avalon Capital Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 495 Seaport Court Ste 106, Port of Redwood City, CA 94063-2785 |
| Phone | 650-306-1500 |
| Fax | 650-306-1499 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$582.2M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$582.2Mregulatory AUM
Discretionary $463.9MNon-discretionary $118.3M