Avalon Capital Management
- Regulatory AUM
- $582M
- Discretionary
- $464M
- Clients
- 163
- Avg AUM / client
- $3.6M
- Accounts
- 508
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 31 | $9.8M | 1.68% |
| High net worth individuals | 129 | $550M | 94.5% |
| Pension and profit sharing plans | 1 | $20.6M | 3.53% |
| Charitable organizations | 1 | $1.4M | 0.25% |
| Corporations and other businesses | 1 | $105K | 0.02% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Clara Basile | Partner/Chief Executive Officer | Mar 2016 (10y) | 50% – 75% | |
| Ross Norman Revenaugh | Partner/Chief Compliance Officer | Mar 2020 (6y) | 25% – 50% | |
| Nightingale, Steven, Roy | Shareholder | Aug 2021 (5y) | 5% – 10% | |
| Keli D Cole | Registered representative | May 2025 (1y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 915 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $576M (99% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 21, 2026.
View current Form ADV (SEC/IAPD) ↗