Avalon Capital Management
Firm details
- Headquarters
- Menlo Park, 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, privately owned registered investment adviser that has been SEC-registered since 1992. The firm serves both individual/family and institutional clients, providing financial planning and portfolio management for individuals and small businesses. Its fees combine an asset-based percentage and hourly charges. Avalon does not operate as a capital allocator and is not identified as an active ESG investor; it also reports it is not a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$271M in ETFs
81%
$219M
13%
$52M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK GOLD MINERS ETF (GDX) | VanEck | Passive | Equity Precious Metals | $30.4M | 346,212 | 11.23% |
Location
Menlo Park, CA
San Mateo
Location
Menlo Park, CA
Headquartered in Menlo Park, 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
- 525 Middlefield Rd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Peakview Capital
RIAMenlo Park, CA
M37 Management LP
RIAMenlo Park, CA
Structural Capital Management Company II, LP
RIAMenlo Park, CA
Tidemark Management Company LP
RIAMenlo Park, CA
Robinhood Ventures
RIAMenlo Park, CA
Red Iron Group Management, LLC
RIAMenlo Park, CA