Avalor Investment Ag is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated February 5, 2026, reports $2.2B in regulatory assets under management, 20 employees, and 522 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
522
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.2Bas of February 5, 2026
Discretionary89.2%
$2.0B
89% of total RAUM89.2%
Non-discretionary10.8%
$243M
11% of total RAUM10.8%
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.
Total AUM$2.2B
Total Accounts522
10Y AUM Change+$947M (+73.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee26:1
10Y Employee Change+5 (+33.3%)
* 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.