A complete list of active advisors currently associated with Avalon Capital Management

Warmer can help you find a great advisor at Avalon Capital Management or one who fits your needs even better.

Avalon Capital Management serves individual clients and families, with the majority described as high-net-worth, and manages individual, joint, trust, retirement, and charitable foundation accounts. The firm offers discretionary investment management along with cash management and fixed-income services and generally applies a $1,000,000 account minimum that it may waive in individual circumstances. Avalon uses an active, global asset-allocation approach that combines proprietary quantitative analysis with external research to over- and under-weight asset classes across a broad investment universe, implemented primarily through ETFs and ETNs and including REITs, commodities, currencies, options, and leveraged ETFs. The brochure notes that clients receive regular performance reporting and that the firm publishes performance materials, including hypothetical performance, as part of its strategy communication. Compared with many peers, Avalon manages several hundred million dollars of client assets while operating with a relatively small advisory team, resulting in a higher-than-typical asset level per advisor. The firm’s disclosures also highlight a recent internal ownership transition among principal shareholders and describe operational practices that include treating certain account access arrangements as custody (with an annual surprise audit) and declining proxy-voting authority for client securities.

To learn more about the advisors currently working at Avalon Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.