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Avalon

Avalon. CRD 168033

Avalon logo

CRD: 168033

Avalon

Boca Raton, FL, 33432
8667112836
avaloninvest.com
$31.4M Total AUM
$31.4M Disc. AUM
-- 3Y CAGR
3 Employees
41 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Crest eagleBeacon
Established Date
11-01-2013
Office Locations
2

Office Locations

980 North Federal Highway #110 Boca Raton FL
-- West Palm Beach FL

About Avalon

Avalon is a registered investment advisor (RIA) serving individuals, families, and institutions globally. The firm manages portfolios using a volatility-resistant Relative Strength approach designed to help mitigate losses in volatile market corrections while capturing upside. Avalon makes all buy/sell decisions in-house and leverages technology to support money management, investor education, and client empowerment.

Team overview

-- AVG AGE
$31.4M AVG AUM / ADVISOR
$766.9K AVG AUM / CLIENT
7 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age

Insights

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Accredited Investors

Eagle pathway

Asset Classes

Timber Wave Fusion Foundation optima Prime Ridge peak

Client Personas

Legacy

Custodian

Prime Beacon Element frontier Capital focus

Investment Themes

Meridian Pathway delta Unison Alpha North

Investment Vehicles

Atlas Peak

Platform

Eagle

Services

Ember zenith Delta wave Signal unison Momentum Pioneer Momentum North Pioneer

Technology

Glacier timber Element summit

Owner & Executives

C

CHRISTOPHER CARTER ROWE

Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Project Consultant

CRD
--
Ownership
75% or more
(395) 337-4427
ember.zenith@crestcapital.com
in linkedin.com/in/prime-unison
M

MICHAEL EUGENE SCHMIDT

PRINCIPAL

CRD
#2435015
Ownership
Less than 5%
(486) 435-9327
pathway.oak@northcapital.com
in linkedin.com/in/bridge-zenith

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $31,442,447 --
Non-Discretionary $0 --
Total $31,442,447 --

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Separately Managed Accounts

Total SMA Asset: $31,442,447

$31.4M Total SMA
Public Funds:
26.7%
Equity - Exchange:
28.6%
Cash:
10.2%
Derivatives:
13.2%
U.S. Government/Agency:
21.3%
Asset class Assets Assets %
Public Funds $1,223,758,526 26.7%
Equity - Exchange $1,310,842,466 28.6%
Cash $467,503,257 10.2%
Derivatives $605,004,215 13.2%
U.S. Government/Agency $976,256,801 21.3%
Total $4,583,365,265 100.0%

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