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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Crest foundationRadial +more
- Established Date
- 03-17-2011
- Office Locations
- 1
Office Locations
About Avalan, LLC
Avalan, LLC is a Santa Barbara, CA registered investment adviser serving entrepreneurs and business owners with integrated wealth management and financial planning. The firm provides investment planning, portfolio construction, tax and estate planning, charitable strategies, and business succession support, and builds portfolios primarily using ETFs and public funds. Custody is supported through major platforms including Schwab and Fidelity.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RICHARD ALLEN SCHUETTE JR
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #2907767
- Ownership
- 75% or more
KATHRYN E COURAIN
Partner
- CRD
- #4062768
- Ownership
- 10% but less than 25%
Radial insight
Beacon prime vector
- CRD
- #53986
- Ownership
- 26.4%
Showing 2 of 3 owners & executives
Unlock allContacts
Valeria Chepilev
--
- CRD
- #8200843
Jeffrey Charles Hall
Partner
- CRD
- #6940918
Meridian signal
Focus insight
- CRD
- #11755
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $544,374,000 | $740,645 |
| Non-Discretionary | $77,453,000 | $2,347,061 |
| Total | $621,827,000 | $809,671 |
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Separately Managed Accounts
Total SMA Asset: $621,827,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $606,600,632 | 18.3% |
| Public Funds | $510,472,663 | 15.4% |
| Cash | $861,836,964 | 26.0% |
| Corporate - Investment Grade | $603,285,875 | 18.2% |
| Municipal Bonds | $212,144,483 | 6.4% |
| Other | $328,160,998 | 9.9% |
| U.S. Government/Agency | $192,255,939 | 5.8% |
| Total | $3,314,757,554 | 100.0% |