Avalon Financial LLC

Overview

Avalon Financial LLC is a small, independent registered investment adviser that manages portfolios primarily for individual and family clients and a handful of small-business relationships. The firm operates on a percentage-of-AUM fee model and positions itself as a discretionary manager: the firm reports its full $4.3M in assets as discretionary. Advisory services center on financial planning, portfolio management for individuals and small businesses, and the publication of periodic newsletters or market commentary. Avalon shows a clear equity bias—its stated preference and reported assets are concentrated in exchange-traded equities rather than fixed‑income or private markets. Avalon is not an active ESG investor, is not structured as a multi-state adviser, and does not present itself as a capital allocator or pension consultant. The owner type is individual, which is consistent with the boutique scale and single-office footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices