AVALON CAPITAL MANAGEMENT
CRD #107501 SEC #801-41657 PORT OF REDWOOD CITY, CA 650-306-1500
SEC Registered
Total AUM
$487.4M
Discretionary
$416.8M
Employees
4
Clients
51
Accounts
487
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $487.4M | $416.8M | $70.6M | 4 | 0 |
| Apr 2025 | $487.4M | $416.8M | $70.6M | 5 | 0 |
| Mar 2025 | $487.4M | $416.8M | $70.6M | 5 | 0 |
| Oct 2024 | $400.5M | $394.5M | $6M | 3 | 0 |
| Jan 2024 | $400.5M | $394.5M | $6M | 3 | 0 |
| Jan 2024 | $400.5M | $394.5M | $6M | 3 | 0 |
| Feb 2023 | $371.6M | $371.6M | $4.8K | 3 | 0 |
| Mar 2022 | $339.2M | $339.2M | $0 | 3 | 0 |
| Oct 2021 | $300.6M | $300.6M | $0 | 3 | 0 |
| Oct 2021 | $300.6M | $300.6M | $0 | 5 | 0 |
| Sep 2021 | $300.6M | $300.6M | $0 | 5 | 0 |
| Mar 2021 | $300.6M | $300.6M | $0 | 5 | 0 |
| Mar 2021 | $300.6M | $300.6M | $0 | 5 | 0 |
| Jul 2020 | $246.2M | $246.2M | $0 | 4 | 0 |
| Jul 2020 | $246.2M | $246.2M | $0 | 4 | 0 |
| Jun 2020 | $246.2M | $246.2M | $0 | 4 | 0 |
| Mar 2020 | $246.2M | $246.2M | $0 | 4 | 0 |
| Mar 2019 | $200.8M | $200.8M | $0 | 3 | 0 |
| Feb 2019 | $200.8M | $200.8M | $0 | 3 | 0 |
| Mar 2018 | $211.4M | $211.4M | $0 | 3 | 0 |
| Mar 2017 | $196M | $196M | $0 | 4 | 100 |
| Aug 2016 | $193.1M | $193.1M | $0 | 4 | 100 |
| Jul 2016 | $193.1M | $193.1M | $0 | 4 | 100 |
| Jul 2016 | $193.1M | $193.1M | $0 | 4 | 100 |
| Mar 2016 | $193.1M | $193.1M | $0 | 4 | 100 |
| Mar 2015 | $209.8M | $209.8M | $0 | 4 | 100 |
| Jan 2015 | $208M | $208M | $0 | 4 | 100 |
| Dec 2014 | $208M | $208M | $0 | 4 | 100 |
| May 2014 | $208M | $208M | $0 | 4 | 100 |
| Mar 2014 | $208M | $208M | $0 | 4 | 117 |
| Mar 2013 | $209.2M | $209.2M | $0 | 4 | 124 |
| Nov 2012 | $206.6M | $206.6M | $0 | 4 | 124 |
| Mar 2012 | $206.6M | $206.6M | $0 | 1 | 124 |
| Mar 2011 | $226.5M | $226.5M | $0 | 5 | -- |
| Mar 2008 | $168.7M | $168.7M | $0 | 5 | -- |
| Dec 2007 | $144.5M | $144.5M | $0 | 5 | -- |
| Mar 2007 | $144.5M | $144.5M | $0 | 5 | -- |
| Mar 2006 | $120.8M | $120.8M | $0 | 5 | -- |
| Mar 2004 | $90M | $90M | $0 | 5 | -- |
| Mar 2002 | $101.7M | $101.7M | $0 | 5 | -- |
DateNov 2025
Total AUM$487.4M
Discretionary$416.8M
Non-Disc.$70.6M
Employees4
Clients0
DateApr 2025
Total AUM$487.4M
Discretionary$416.8M
Non-Disc.$70.6M
Employees5
Clients0
DateMar 2025
Total AUM$487.4M
Discretionary$416.8M
Non-Disc.$70.6M
Employees5
Clients0
DateOct 2024
Total AUM$400.5M
Discretionary$394.5M
Non-Disc.$6M
Employees3
Clients0
DateJan 2024
Total AUM$400.5M
Discretionary$394.5M
Non-Disc.$6M
Employees3
Clients0
DateJan 2024
Total AUM$400.5M
Discretionary$394.5M
Non-Disc.$6M
Employees3
Clients0
DateFeb 2023
Total AUM$371.6M
Discretionary$371.6M
Non-Disc.$4.8K
Employees3
Clients0
DateMar 2022
Total AUM$339.2M
Discretionary$339.2M
Non-Disc.$0
Employees3
Clients0
DateOct 2021
Total AUM$300.6M
Discretionary$300.6M
Non-Disc.$0
Employees3
Clients0
DateOct 2021
Total AUM$300.6M
Discretionary$300.6M
Non-Disc.$0
Employees5
Clients0
DateSep 2021
Total AUM$300.6M
Discretionary$300.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$300.6M
Discretionary$300.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$300.6M
Discretionary$300.6M
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$246.2M
Discretionary$246.2M
Non-Disc.$0
Employees4
Clients0
DateJul 2020
Total AUM$246.2M
Discretionary$246.2M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$246.2M
Discretionary$246.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$246.2M
Discretionary$246.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$200.8M
Discretionary$200.8M
Non-Disc.$0
Employees3
Clients0
DateFeb 2019
Total AUM$200.8M
Discretionary$200.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$211.4M
Discretionary$211.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$196M
Discretionary$196M
Non-Disc.$0
Employees4
Clients100
DateAug 2016
Total AUM$193.1M
Discretionary$193.1M
Non-Disc.$0
Employees4
Clients100
DateJul 2016
Total AUM$193.1M
Discretionary$193.1M
Non-Disc.$0
Employees4
Clients100
DateJul 2016
Total AUM$193.1M
Discretionary$193.1M
Non-Disc.$0
Employees4
Clients100
DateMar 2016
Total AUM$193.1M
Discretionary$193.1M
Non-Disc.$0
Employees4
Clients100
DateMar 2015
Total AUM$209.8M
Discretionary$209.8M
Non-Disc.$0
Employees4
Clients100
DateJan 2015
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees4
Clients100
DateDec 2014
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees4
Clients100
DateMay 2014
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees4
Clients100
DateMar 2014
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees4
Clients117
DateMar 2013
Total AUM$209.2M
Discretionary$209.2M
Non-Disc.$0
Employees4
Clients124
DateNov 2012
Total AUM$206.6M
Discretionary$206.6M
Non-Disc.$0
Employees4
Clients124
DateMar 2012
Total AUM$206.6M
Discretionary$206.6M
Non-Disc.$0
Employees1
Clients124
DateMar 2011
Total AUM$226.5M
Discretionary$226.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$168.7M
Discretionary$168.7M
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$144.5M
Discretionary$144.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$144.5M
Discretionary$144.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$120.8M
Discretionary$120.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$101.7M
Discretionary$101.7M
Non-Disc.$0
Employees5
Clients--