$582.2M Total AUM
$463.9M Disc. AUM
16.1% 3Y CAGR
5 Employees
163 ADV. Clients
34 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Eagle horizonBeacon unison
- Established Date
- 06-04-1992
- Office Locations
- 1
Office Locations
495 Seaport Court STE 106 Port OF Redwood City CA
About Avalon Capital Management
Avalon Capital Management is an independent, boutique Bay Area wealth manager serving professionals, tech executives/entrepreneurs, inheritors, and other high-achieving clients. The firm pairs holistic financial and legacy planning with actively managed, risk-aware asset allocation—aiming to protect downside and capture upside—using vehicles such as ETFs and mutual funds. Notably, it is among the only female-owned investment firms in California.
Team overview
-- AVG AGE
$194.1M AVG AUM / ADVISOR
$3.6M AVG AUM / CLIENT
2.9 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
34yrs Firm Age
Insights
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Asset Classes
Foundation unison Value Zenith quantum Glacier ember Zenith Oak
Client Personas
Fusion
Custodian
Catalyst prime Optima catalyst Catalyst bridge
Investment Themes
Vector timber North ridge Momentum
Investment Vehicles
Horizon frontier Ember
Platform
Capital value
Services
Bridge eagle Bridge Vertex Vector Focus Catalyst Radial pioneer
Technology
Oak glacier Matrix
Owner & Executives
ROSS NORMAN REVENAUGH
Chief Compliance Officer, Managing Partner, Partner
- CRD
- #4265794
- Ownership
- 50% but less than 75%
(766) 875-1287
atlas.optima@unisoncapital.com
in linkedin.com/in/alpha-legacy
B
BRIAN J AULD
--
- CRD
- --
- Ownership
- 10% but less than 25%
(642) 734-4423
prime.alpha@matrixcapital.com
in linkedin.com/in/fusion-legacy
C
Crest signal
North crest
- CRD
- #19791
- Ownership
- 15.2%
(315) 823-4981
delta.vital@northcapital.com
in linkedin.com/in/catalyst-bridge
Showing 2 of 4 owners & executives
Unlock allContacts
K
KELI D COLE
--
- CRD
- #5191507
(451) 459-1333
vertex.harbor@meridiancapital.com
in linkedin.com/in/horizon-optima
Showing 1 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $463,877,550 | $1,186,388 |
| Non-Discretionary | $118,321,300 | $1,011,293 |
| Total | $582,198,850 | $1,146,061 |
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Separately Managed Accounts
Total SMA Asset: $582,198,850
Public Funds:
26.5% Equity - Exchange:
16.2% Cash:
6.5% Municipal Bonds:
15.9% U.S. Government/Agency:
34.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $395,943,192 | 26.5% |
| Equity - Exchange | $242,048,291 | 16.2% |
| Cash | $97,118,141 | 6.5% |
| Municipal Bonds | $237,565,915 | 15.9% |
| U.S. Government/Agency | $521,449,712 | 34.9% |
| Total | $1,494,125,251 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS PIONEER LEGACY | ALPHA OPTIMA | FWNSPTBL8 | NAYSK | 3.11% | $70,260,759 |
| VERTEX WAVE | VALUE FRONTIER | BDEM0AFGZ | SBQ | 4.01% | $69,812,854 |
| PIONEER EMBER | CAPITAL EMBER | 60EAGP3D1 | VIPV | 6.87% | $87,128,467 |
| GLACIER BEACON PATHWAY | FUSION FOCUS | LNXGQBGWG | BABPA | 7.94% | $28,043,558 |
| CREST RADIAL ZENITH | ALPHA EAGLE | NLT6AE976 | UOJ | 10.31% | $77,999,231 |
| VITAL VITAL | EAGLE ALPHA | AMA7Q6Z94 | RMXSQ | 2.46% | $35,001,862 |
| ATLAS ALPHA | ALPHA FRONTIER | F3A1D6GMV | TFJE | 11.77% | $83,204,924 |
| OPTIMA FOUNDATION | HORIZON MATRIX | 1OQ6P1UZ9 | CRR | 4.43% | $118,758,474 |