PORT OF REDWOOD CITY, CACRD 107501Latest ADV March 19, 2026
Avalon Capital Management is an SEC registered investment adviser organized as a corporation with a primary office location in Port Of Redwood City, CA. Its latest Form ADV filing, dated March 19, 2026, reports $582M in regulatory assets under management, 5 employees, and 508 accounts.
Assets Under Management
$582M
Employees
5
Offices
--
Total Clients
163
Primary office
PORT OF REDWOOD CITY, CA
495 SEAPORT COURT STE 106, PORT OF REDWOOD CITY, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 79.1% of total clients.
Top client categories% of clientsClients
1
HNWI
79.1%
129
2
Individuals
19.0%
31
3
Pension Plans
0.6%
1
4
Charitable
0.6%
1
5
Corporations
0.6%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$582Mas of March 19, 2026
Discretionary79.7%
$464M
80% of total RAUM79.7%
Non-discretionary20.3%
$118M
20% of total RAUM20.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$582M
Total Accounts508
10Y AUM Change+$386M (+197.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee33:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.