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, corporation-structured registered investment adviser that has been SEC-registered since 1992. The firm is owned by an individual and serves both individual/family and institutional clients. Its advisory practice centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements include percentage-of-assets as well as hourly charges. Avalon does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator.
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
1 of 1
Clara Basile
Co-Founder & CEOCRD 1939862
Contacts
3 of 4
Keli 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 75Active vs passive
$255M in ETFs
81%
$206M
11%
$48.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK SEMICONDUCTOR ETF (SMH) | VanEck | Passive | Technology | $31.5M | 47,957 | 12.35% |
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
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