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AVALON CAPITAL MANAGEMENT

MENLO PARK, CA · CRD 107501 · IAPD ↗ · avaloncapital.com · 650-306-1500

$582.2MRegulatory AUM
3Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
August 2026 — AVALON CAPITAL MANAGEMENT moved its main office from PORT OF REDWOOD CITY, CA to MENLO PARK, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
61
April 2026 — AVALON CAPITAL MANAGEMENT reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — AVALON CAPITAL MANAGEMENT crossed $500M in regulatory AUM ($487.4M -> $582.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
May 2025 — AVALON CAPITAL MANAGEMENT notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.