Avalon Capital Management
Avalon Capital Management is an SEC-registered wealth manager in Port Of Redwood City, CA with $582.2M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Avalon Capital Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 107501, SEC 801-41657, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $582.2M (2026-03-19)
- Firm type
- Wealth Manager
- Location
- Port Of Redwood City, CA
- Employees
- 5
- Clients
- 163
- CRD
- 107501
- Ownership
- BASILE, CLARA; OBERMAN, WILLIAM; THE HERRICK FAMILY TRUST; THE CAROL H. ERARIO TRUST U/A DTD 10/1/1996; OBERMAN, WILLIAM, DANIEL
How much AUM does Avalon Capital Management have?
Avalon Capital Management reported $582.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Avalon Capital Management?
Disclosed owners and executives of Avalon Capital Management include BASILE, CLARA, OBERMAN, WILLIAM, THE HERRICK FAMILY TRUST, THE CAROL H. ERARIO TRUST U/A DTD 10/1/1996, OBERMAN, WILLIAM, DANIEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.