Avalon
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Avalon provides investment advisory and wealth-management services to a mix of individual and institutional clients, with a material focus on high-net-worth households. Its offering includes discretionary portfolio management, financial and retirement planning, tax coordination, estate and insurance planning, and education-planning advice.
The firm follows a rules-based, quantitative investment framework built around relative-strength analysis and sector/asset-class rotation, delivered through a wide menu of model portfolios. Strategies include systematic monthly rebalancing, tactical/strategic allocation shifts, and frequent use of options overlays for income generation and hedging, alongside scenario analysis and Monte Carlo techniques for planning.
Avalon operates as a solo practitioner and publishes a free weekly market commentary (ADAPT WEEKLY), practices that are uncommon among peers. It also provides performance-based fee arrangements and displays back-tested model results for certain strategies, and offers “Ultra” stock-replacement models that combine options and cash to seek downside protection — characteristics that are atypical for firms of comparable size.
Client services
Expertise
Occupation focus
Fee options
Flat 1.50% fee of assets managed under certain circumstances
$0 - $500,000: Varies by model, e.g., 1.55%, 1.90%, 2.00% depending on model $500,001 - $2,000,000: Ranges approximately 1.30% to 1.70% depending on model $2,000,001 - $4,500,000: Ranges approximately 0.80% to 1.50% depending on model $4,500,001 - $10,000,000: Ranges approximately 0.55% to 1.35% depending on model $10,000,001+: Ranges approximately 0.55% to 1.00% depending on model
Performance fees charged on certain models, e.g., 10%-20% of net profits over benchmarks with resets; performance fee examples: Model 5 (15% over 10yr Treasury), Model 14 (20% of appreciation), Model 19 (20% of appreciation), Models 23, 26A (10% over risk free rate or S&P 500)
Free subscription service including weekly market commentary called ADAPT WEEKLY
Account minimum: $1,000,000 (may be waived at Avalon’s discretion)
Main office
980 North Federal Highway #110
Boca Raton FL 33432
Advisors at this office
1
Most active in
Florida · Louisiana · Texas
Also doing business as
Avalon · C Rowe Investment Advisors · Rowe Capital Management LLC · Rowe Wealth · Rowe Wealth Management · Rowe Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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