RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 4, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
RAHN, DAVID, RICHARDIPRESIDENT/SECRETARYNA
RAHN, DAVID, RICHARDIPRESIDENT/SECRETARYNA
RAHN, DAVID, RICHARDIPRESIDENT/SECRETARYNA Control
RAHN, DAVID, RICHARDIPRESIDENT/SECRETARYNA
RAHN, DAVID, RICHARDIRETIRED PARTNER/CO-FOUNDERNA
REVENAUGH, ROSS, NORMANIPARTNERNA
REVENAUGH, ROSS, NORMANIPARTNERNA
REVENAUGH, ROSS, NORMANIPARTNERNA
REVENAUGH, ROSS, NORMANIPARTNER/CHIEF COMPLIANCE OFFICERNA
BASILE, CLARAICHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICERD Control
BASILE, CLARAICHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICERD Control
BASILE, CLARAICHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICERD Control
BASILE, CLARAICHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICERD Control
BASILE, CLARAICHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICERD Control
BASILE, CLARAIPARTNER/CHIEF EXECUTIVE OFFICERD Control
BASILE, CLARAIPARTNER/CHIEF EXECUTIVE OFFICERD Control
BASILE, CLARAIPARTNER/CHIEF EXECUTIVE OFFICERD Control
BASILE, CLARAIPARTNER/CHIEF EXECUTIVE OFFICERD Control
BASILE, CLARAIPARTNER/CHIEF EXECUTIVE OFFICERD Control
BASILE, CLARAIPARTNER/CHIEF EXECUTIVE OFFICERD Control
REVENAUGH, ROSS, NORMANIMANAGING PARTNER/CHIEF COMPLIANCE OFFICERD Control
BASILE, CLARAICHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICERC Control
BASILE, CLARAICHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICERC Control
BASILE, CLARAICHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICERC Control
BASILE, CLARAICHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICERC Control
BASILE, CLARAICHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICERC Control
BASILE, CLARAICHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICERC Control
BASILE, CLARAICHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICERC Control
BASILE, CLARAICHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICERC Control
BASILE, CLARAICHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICERC Control
BASILE, CLARAICHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICERC Control
BASILE, CLARAICHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICERC Control
BASILE, CLARAICHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICERC Control
BASILE, CLARAICHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICERC Control
BASILE, CLARAICHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICERC Control
BASILE, CLARAICHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICERC Control
RAHN, DAVID, RICHARDIPRESIDENT/CFO/SECRETARY/DIRECTORC Control
RAHN, DAVID, RICHARDIPRESIDENT/CFO/SECRETARY/DIRECTORC Control
RAHN, DAVID, RICHARDIPRESIDENT/CFO/SECRETARY/DIRECTORC Control
RAHN, DAVID, RICHARDIPRESIDENT/CFO/SECRETARY/DIRECTORC Control
RAHN, DAVID, RICHARDIPRESIDENT/CFO/SECRETARY/DIRECTORC Control
RAHN, DAVID, RICHARDIPRESIDENT/CFO/SECRETARY/DIRECTORC Control
RAHN, DAVID, RICHARDIPRESIDENT/CFO/SECRETARY/DIRECTORC Control
RAHN, DAVID, RICHARDIPRESIDENT/CFO/SECRETARY/DIRECTORC Control
RAHN, DAVID, RICHARDIPRESIDENT/CFO/SECRETARY/DIRECTORC Control
RAHN, DAVID, RICHARDIPRESIDENT/CFO/SECRETARY/DIRECTORC Control
RAHN, DAVID, RICHARDIPRESIDENT/CFO/SECRETARY/DIRECTORC Control
RAHN, DAVID, RICHARDIPRESIDENT/CFO/SECRETARY/DIRECTORC Control
RAHN, DAVID, RICHARDIPRESIDENT/CFO/SECRETARY/DIRECTORC Control
RAHN, DAVID, RICHARDIPRESIDENT/CFO/SECRETARY/DIRECTORC Control
RAHN, DAVID, RICHARDIPRESIDENT/CFO/SECRETARY/DIRECTORC Control
RAHN, DAVID, RICHARDIPRESIDENT/SECRETARYC Control
RAHN, DAVID, RICHARDIPRESIDENT/SECRETARYC Control
RAHN, DAVID, RICHARDIPRESIDENT/SECRETARYC Control
RAHN, DAVID, RICHARDIPRESIDENT/CFO/SECRETARY/DIRECTORC Control
RAHN, DAVID, RICHARDIPRESIDENT/SECRETARYC Control
RAHN, DAVID, RICHARDIPRESIDENT/SECRETARYC Control
RAHN, DAVID, RICHARDIPRESIDENT/SECRETARYC Control
RAHN, DAVID, RICHARDIPRESIDENT/SECRETARYC Control
RAHN, DAVID, RICHARDIPRESIDENT/SECRETARYC Control
RAHN, DAVID, RICHARDIPRESIDENT/SECRETARYC Control
RAHN, DAVID, RICHARDIPRESIDENT/SECRETARYC Control
RAHN, DAVID, RICHARDIPRESIDENT/SECRETARYC Control
RAHN, DAVID, RICHARDIPRESIDENT/SECRETARYC Control
RAHN, DAVID, RICHARDIPRESIDENT/SECRETARYC Control
RAHN, DAVID, RICHARDIPRESIDENT/SECRETARYC Control
RAHN, DAVID, RICHARDIPRESIDENT/SECRETARYC Control
REVENAUGH, ROSS, NORMANIPARTNER/CHIEF COMPLIANCE OFFICERC
REVENAUGH, ROSS, NORMANIPARTNER/CHIEF COMPLIANCE OFFICERC
REVENAUGH, ROSS, NORMANIPARTNER/CHIEF COMPLIANCE OFFICERC
REVENAUGH, ROSS, NORMANIPARTNER/CHIEF COMPLIANCE OFFICERC
REVENAUGH, ROSS, NORMANIPARTNER/CHIEF COMPLIANCE OFFICERC
AULD, BRIAN, JISHAREHOLDERB
BASILE, CLARAIVICE PRESIDENT/PORTFOLIO MANAGERB Control
BASILE, CLARAIVICE PRESIDENT/PORTFOLIO MANAGERB Control
BASILE, CLARAIVICE PRESIDENT/PORTFOLIO MANAGERB Control
BASILE, CLARAIVICE PRESIDENT/PORTFOLIO MANAGERB Control
BASILE, CLARAIVICE PRESIDENT/PORTFOLIO MANAGERB Control
BASILE, CLARAIVICE PRESIDENT/PORTFOLIO MANAGERB Control
BASILE, CLARAIVICE PRESIDENT/PORTFOLIO MANAGERB Control
BASILE, CLARAIVICE PRESIDENT/PORTFOLIO MANAGERB Control
BASILE, CLARAIVICE PRESIDENT/PORTFOLIO MANAGERB Control
BASILE, CLARAIVICE PRESIDENT/PORTFOLIO MANAGERB Control
BASILE, CLARAIVICE PRESIDENT/PORTFOLIO MANAGERB Control
BASILE, CLARAIVICE PRESIDENT/PORTFOLIO MANAGERB Control
BASILE, CLARAIVICE PRESIDENT/PORTFOLIO MANAGERB Control
BASILE, CLARAIVICE PRESIDENT/PORTFOLIO MANAGERB Control
BASILE, CLARAIVICE PRESIDENT/PORTFOLIO MANAGERB Control
BASILE, CLARAIVICE PRESIDENT/PORTFOLIO MANAGERB Control
BASILE, CLARAIPARTNERB Control
ERARIO, CAROL, LYNN HARRISISHAREHOLDERB
OBERMAN, WILLIAMIVICE PRESIDENT/CCO/PORTFOLIO MANAGERB Control
OBERMAN, WILLIAMIVICE PRESIDENT/CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGERB Control
OBERMAN, WILLIAMIVICE PRESIDENT/CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGERB Control
OBERMAN, WILLIAMIVICE PRESIDENT/CCO/PORTFOLIO MANAGERB Control
OBERMAN, WILLIAMIVICE PRESIDENT/CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGERB Control
OBERMAN, WILLIAMIVICE PRESIDENT/CCO/PORTFOLIO MANAGERB Control
OBERMAN, WILLIAM, DANIELIVICE PRESIDENT/CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGERB Control
OBERMAN, WILLIAM, DANIELIVICE PRESIDENT/CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGERB Control
OBERMAN, WILLIAM, DANIELIVICE PRESIDENT/CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGERB Control
OBERMAN, WILLIAM, DANIELIVICE PRESIDENT/CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGERB Control
OBERMAN, WILLIAM, DANIELIVICE PRESIDENT/CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGERB Control
OBERMAN, WILLIAM, DANIELIVICE PRESIDENT/CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGERB Control
OBERMAN, WILLIAM, DANIELIVICE PRESIDENT/CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGERB Control
OBERMAN, WILLIAM, DANIELIVICE PRESIDENT/CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGERB Control
OBERMAN, WILLIAM, DANIELIVICE PRESIDENT/CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGERB Control
OBERMAN, WILLIAM, DANIELIVICE PRESIDENT/CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGERB Control
OBERMAN, WILLIAM, DANIELIVICE PRESIDENT/CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGERB Control
OBERMAN, WILLIAM, DANIELIVICE PRESIDENT/CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGERB Control
OBERMAN, WILLIAM, DANIELIVICE PRESIDENT/CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGERB Control
OBERMAN, WILLIAM, DANIELIVICE PRESIDENT/CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGERB Control
OBERMAN, WILLIAM, DANIELIVICE PRESIDENT/CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGERB Control
OBERMAN, WILLIAM, DANIELIVICE PRESIDENT/CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGERB Control
OBERMAN, WILLIAM, DANIELIVICE PRESIDENT/CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGERB Control
OBERMAN, WILLIAM, DANIELIVICE PRESIDENT/CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGERB Control
OBERMAN, WILLIAM, DANIELIVICE PRESIDENT/CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGERB Control
OBERMAN, WILLIAM, DANIELIVICE PRESIDENT/CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGERB Control
OBERMAN, WILLIAM, DANIELIVICE PRESIDENT/CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGERB Control
OBERMAN, WILLIAM, DANIELIVICE PRESIDENT/CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGERB Control
OBERMAN, WILLIAM, DANIELIVICE PRESIDENT/CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGERB Control
OBERMAN, WILLIAM, DANIELIVICE PRESIDENT/CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGERB Control
OBERMAN, WILLIAM, DANIELIVICE PRESIDENT/PORTFOLIO MANAGERB Control
REVENAUGH, ROSS, NORMANIPARTNER/CHIEF COMPLIANCE OFFICERB
REVENAUGH, ROSS, NORMANIPARTNER/CHIEF COMPLIANCE OFFICERB
REVENAUGH, ROSS, NORMANIPARTNER/CHIEF COMPLIANCE OFFICERB
REVENAUGH, ROSS, NORMANIPARTNER/CHIEF COMPLIANCE OFFICERB
REVENAUGH, ROSS, NORMANIPARTNER/CHIEF COMPLIANCE OFFICERB
REVENAUGH, ROSS, NORMANIPARTNER/CHIEF COMPLIANCE OFFICERB
THE CAROL H. ERARIO TRUST U/A DTD 10/1/1996DESHAREHOLDERB
THE CAROL H. ERARIO TRUST U/A DTD 10/1/1996DESHAREHOLDERB
THE CAROL H. ERARIO TRUST U/A DTD 10/1/1996DESHAREHOLDERB
THE CAROL H. ERARIO TRUST U/A DTD 10/1/1996DESHAREHOLDERB
THE CAROL H. ERARIO TRUST U/A DTD 10/1/1996DESHAREHOLDERB
THE CAROL H. ERARIO TRUST U/A DTD 10/1/1996DESHAREHOLDERB
THE CAROL H. ERARIO TRUST U/A DTD 10/1/1996DESHAREHOLDERB
THE CAROL H. ERARIO TRUST U/A DTD 10/1/1996DESHAREHOLDERB
THE CAROL H. ERARIO TRUST U/A DTD 10/1/1996DESHAREHOLDERB
THE CAROL H. ERARIO TRUST U/A DTD 10/1/1996DESHAREHOLDERB
THE CAROL H. ERARIO TRUST U/A DTD 10/1/1996DESHAREHOLDERB
THE CAROL H. ERARIO TRUST U/A DTD 10/1/1996DESHAREHOLDERB
THE CAROL H. ERARIO TRUST U/A DTD 10/1/1996DESHAREHOLDERB
THE CAROL H. ERARIO TRUST U/A DTD 10/1/1996DESHAREHOLDERB
THE CAROL H. ERARIO TRUST U/A DTD 10/1/1996DESHAREHOLDERB
Nightingale, Steven, RoyISHAREHOLDERA
Nightingale, Steven, RoyISHAREHOLDERA
Nightingale, Steven, RoyISHAREHOLDERA
Nightingale, Steven, RoyISHAREHOLDERA
Nightingale, Steven, RoyISHAREHOLDERA
Nightingale, Steven, RoyISHAREHOLDERA
Nightingale, Steven, RoyISHAREHOLDERA
Nightingale, Steven, RoyISHAREHOLDERA
Nightingale, Steven, RoyISHAREHOLDERA
Nightingale, Steven, RoyISHAREHOLDERA
Nightingale, Steven, RoyISHAREHOLDERA
Nightingale, Steven, RoyISHAREHOLDERA
THE HERRICK FAMILY TRUSTDESHAREHOLDERA
THE HERRICK FAMILY TRUSTDESHAREHOLDERA
THE HERRICK FAMILY TRUSTDESHAREHOLDERA
THE HERRICK FAMILY TRUSTDESHAREHOLDERA
THE HERRICK FAMILY TRUSTDESHAREHOLDERA
THE HERRICK FAMILY TRUSTDESHAREHOLDERA
THE HERRICK FAMILY TRUSTDESHAREHOLDERA
THE HERRICK FAMILY TRUSTDESHAREHOLDERA
THE HERRICK FAMILY TRUSTDESHAREHOLDERA
THE HERRICK FAMILY TRUSTDESHAREHOLDERA
THE HERRICK FAMILY TRUSTDESHAREHOLDERA
THE HERRICK FAMILY TRUSTDESHAREHOLDERA
THE HERRICK FAMILY TRUSTDESHAREHOLDERA
THE HERRICK FAMILY TRUSTDESHAREHOLDERA
THE HERRICK FAMILY TRUSTDESHAREHOLDERA
THE HERRICK FAMILY TRUSTDESHAREHOLDERA

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
ERARIO, CAROL, LYNN HARRISITHE CAROL H. ERARIO TRUST U/D DTD 10/1/1996E Control
ERARIO, CAROL, LYNN HARRISITHE CAROL H. ERARIO TRUST U/D DTD 10/1/1996E Control
ERARIO, CAROL, LYNN HARRISITHE CAROL H. ERARIO TRUST U/D DTD 10/1/1996E Control
ERARIO, CAROL, LYNN HARRISITHE CAROL H. ERARIO TRUST U/D DTD 10/1/1996E Control
ERARIO, CAROL, LYNN HARRISITHE CAROL H. ERARIO TRUST U/D DTD 10/1/1996E Control
ERARIO, CAROL, LYNN HARRISITHE CAROL H. ERARIO TRUST U/D DTD 10/1/1996E Control
ERARIO, CAROL, LYNN HARRISITHE CAROL H. ERARIO TRUST U/D DTD 10/1/1996E Control
ERARIO, CAROL, LYNN HARRISITHE CAROL H. ERARIO TRUST U/D DTD 10/1/1996E Control
ERARIO, CAROL, LYNN HARRISITHE CAROL H. ERARIO TRUST U/D DTD 10/1/1996E Control
ERARIO, CAROL, LYNN HARRISITHE CAROL H. ERARIO TRUST U/D DTD 10/1/1996E Control
ERARIO, CAROL, LYNN HARRISITHE CAROL H. ERARIO TRUST U/D DTD 10/1/1996E Control
ERARIO, CAROL, LYNN HARRISITHE CAROL H. ERARIO TRUST U/D DTD 10/1/1996E Control
ERARIO, CAROL, LYNN HARRISITHE CAROL H. ERARIO TRUST U/D DTD 10/1/1996E Control
ERARIO, CAROL, LYNN HARRISITHE CAROL H. ERARIO TRUST U/D DTD 10/1/1996E Control
ERARIO, CAROL, LYNN HARRISITHE CAROL H. ERARIO TRUST U/D DTD 10/1/1996E Control
ERARIO, CAROL, LYNN HARRISITHE CAROL H. ERARIO TRUST U/D DTD 10/1/1996E Control
HERRICK, MAIE, KAARSOOITHE HERRICK FAMILY TRUSTD Control
HERRICK, MAIE, KAARSOOITHE HERRICK FAMILY TRUSTD Control
HERRICK, MAIE, KAARSOOITHE HERRICK FAMILY TRUSTD Control
HERRICK, MAIE, KAARSOOITHE HERRICK FAMILY TRUSTD Control
HERRICK, MAIE, KAARSOOITHE HERRICK FAMILY TRUSTD Control
HERRICK, MAIE, KAARSOOITHE HERRICK FAMILY TRUSTD Control
HERRICK, MAIE, KAARSOOITHE HERRICK FAMILY TRUSTD Control
HERRICK, MAIE, KAARSOOITHE HERRICK FAMILY TRUSTD Control
HERRICK, MAIE, KAARSOOITHE HERRICK FAMILY TRUSTD Control
HERRICK, MAIE, KAARSOOITHE HERRICK FAMILY TRUSTD Control
HERRICK, MAIE, KAARSOOITHE HERRICK FAMILY TRUSTD Control
HERRICK, MAIE, KAARSOOITHE HERRICK FAMILY TRUSTD Control
HERRICK, MAIE, KAARSOOITHE HERRICK FAMILY TRUSTD Control
HERRICK, MAIE, KAARSOOITHE HERRICK FAMILY TRUSTD Control
HERRICK, MAIE, KAARSOOITHE HERRICK FAMILY TRUSTD Control
HERRICK, MAIE, KAARSOOITHE HERRICK FAMILY TRUSTD Control
HERRICK, MAIE, KAARSOOITHE HERRICK FAMILY TRUSTD Control
HERRICK, TRACY, GITHE HERRICK FAMILY TRUSTD Control
HERRICK, TRACY, GITHE HERRICK FAMILY TRUSTD Control
HERRICK, TRACY, GITHE HERRICK FAMILY TRUSTD Control
HERRICK, TRACY, GITHE HERRICK FAMILY TRUSTD Control
HERRICK, TRACY, GITHE HERRICK FAMILY TRUSTD Control
HERRICK, TRACY, GITHE HERRICK FAMILY TRUSTD Control
HERRICK, TRACY, GITHE HERRICK FAMILY TRUSTD Control
HERRICK, TRACY, GITHE HERRICK FAMILY TRUSTD Control
HERRICK, TRACY, GITHE HERRICK FAMILY TRUSTD Control
HERRICK, TRACY, GITHE HERRICK FAMILY TRUSTD Control
HERRICK, TRACY, GITHE HERRICK FAMILY TRUSTD Control
HERRICK, TRACY, GITHE HERRICK FAMILY TRUSTD Control
HERRICK, TRACY, GITHE HERRICK FAMILY TRUSTD Control
HERRICK, TRACY, GITHE HERRICK FAMILY TRUSTD Control
HERRICK, TRACY, GITHE HERRICK FAMILY TRUSTD Control
HERRICK, TRACY, GITHE HERRICK FAMILY TRUSTD Control
HERRICK, TRACY, GITHE HERRICK FAMILY TRUSTD Control

Registrations

Federal

IA
Nov 4, 2025 REGISTERED

Notice Filings (4)

CA LA NV TX

Address

495 SEAPORT COURT STE 106
PORT OF REDWOOD CITY, CA 94063-2785
United States
Phone: 650-306-1500