AVALON ADVISORS LLC
Legal name: AVALON INVESTMENT & ADVISORY
CRD #112556 SEC #801-60244 HOUSTON, TX 713-238-2050
SEC Registered Private Funds
Total AUM
$7.3B
Discretionary
$7B
Employees
55
Clients
1
Accounts
2,101
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2023 | $7.3B | $7B | $277.9M | 55 | 2 |
| Jun 2023 | $7.3B | $7B | $277.9M | 55 | 2 |
| Mar 2023 | $7.3B | $7B | $277.9M | 55 | 2 |
| Jan 2023 | $8.4B | $6.9B | $1.4B | 68 | 2 |
| Sep 2022 | $8.4B | $6.9B | $1.4B | 68 | 2 |
| Apr 2022 | $8.4B | $6.9B | $1.4B | 68 | 2 |
| Nov 2021 | $8.4B | $6.9B | $1.4B | 68 | 2 |
| Aug 2021 | $8.4B | $6.9B | $1.4B | 68 | 2 |
| Apr 2021 | $8.4B | $6.9B | $1.4B | 68 | 2 |
| Dec 2020 | $8.4B | $7.1B | $1.3B | 67 | 2 |
| Nov 2020 | $8.4B | $7.1B | $1.3B | 67 | 2 |
| Sep 2020 | $8.4B | $7.1B | $1.3B | 67 | 2 |
| Sep 2020 | $8.4B | $7.1B | $1.3B | 67 | 2 |
| Jun 2020 | $8.4B | $7.1B | $1.3B | 67 | 2 |
| Apr 2020 | $8.4B | $7.1B | $1.3B | 67 | 2 |
| Apr 2020 | $8.4B | $7.1B | $1.3B | 67 | 2 |
| Mar 2020 | $8.4B | $7.1B | $1.3B | 67 | 2 |
| Feb 2020 | $7.4B | $6.3B | $1.1B | 68 | 2 |
| Jan 2020 | $7.4B | $6.3B | $1.1B | 68 | 2 |
| Sep 2019 | $7.4B | $6.3B | $1.1B | 68 | 2 |
| Jul 2019 | $7.4B | $6.3B | $1.1B | 69 | 2 |
| May 2019 | $7.4B | $6.3B | $1.1B | 65 | 2 |
| Apr 2019 | $7.4B | $6.3B | $1.1B | 63 | 2 |
| Mar 2019 | $7.4B | $6.3B | $1.1B | 63 | 2 |
| Jan 2019 | $6.6B | $6.3B | $281.4M | 64 | 2 |
| Dec 2018 | $6.6B | $6.3B | $281.4M | 63 | 2 |
| Aug 2018 | $6.6B | $6.3B | $281.4M | 60 | 2 |
| Mar 2018 | $6.6B | $6.3B | $281.4M | 59 | 2 |
| Sep 2017 | $5.6B | $5.1B | $449.2M | 57 | 500 |
| Jun 2017 | $5.6B | $5.1B | $449.2M | 57 | 500 |
| Apr 2017 | $5.6B | $5.1B | $449.2M | 57 | 500 |
| Mar 2017 | $4.9B | $4.4B | $466.1M | 57 | 500 |
| Jan 2017 | $4.9B | $4.4B | $466.1M | 57 | 500 |
| Dec 2016 | $4.9B | $4.4B | $466.1M | 57 | 500 |
| Oct 2016 | $4.9B | $4.4B | $466.1M | 53 | 500 |
| Sep 2016 | $4.9B | $4.4B | $466.1M | 53 | 500 |
| Jul 2016 | $4.9B | $4.4B | $466.1M | 53 | 500 |
| Mar 2016 | $4.9B | $4.4B | $466.1M | 51 | 500 |
| May 2015 | $4.7B | $4.1B | $623.2M | 52 | 400 |
| May 2015 | $4.7B | $4.1B | $623.2M | 52 | 400 |
| Mar 2015 | $4.7B | $4.1B | $623.2M | 52 | 400 |
| Sep 2014 | $4.1B | $3.4B | $623.8M | 46 | 400 |
| Apr 2014 | $4.1B | $3.4B | $623.8M | 46 | 400 |
| Feb 2014 | $4.6B | $3.1B | $1.4B | 45 | 300 |
| Oct 2013 | $4.6B | $3.1B | $1.4B | 44 | 300 |
| Aug 2013 | $4.6B | $3.1B | $1.4B | 43 | 300 |
| Aug 2013 | $4.6B | $3.1B | $1.4B | 43 | 300 |
| Jul 2013 | $4.6B | $3.1B | $1.4B | 43 | 300 |
| Jun 2013 | $4.6B | $3.1B | $1.4B | 43 | 300 |
| Apr 2013 | $4.6B | $3.2B | $1.4B | 39 | 300 |
| Dec 2012 | $3.8B | $2.8B | $1.1B | 26 | 200 |
| Jun 2012 | $3.8B | $2.8B | $1.1B | 11 | 200 |
| May 2012 | $3.8B | $2.8B | $1.1B | 11 | 200 |
| Apr 2012 | $3.8B | $2.8B | $1.1B | 11 | 200 |
| Mar 2012 | $3.8B | $2.8B | $1.1B | 11 | 200 |
| Dec 2011 | $3.6B | $2.7B | $955.7M | 11 | 200 |
| Mar 2011 | $3.6B | $2.7B | $955.7M | -- | -- |
| Mar 2007 | $2.7B | $2.2B | $527.4M | -- | -- |
| Mar 2004 | $1B | $801.7M | $230.7M | -- | -- |
| Mar 2002 | $800M | $520M | $280M | -- | -- |
| Mar 2002 | $800M | $520M | $280M | -- | -- |
| Nov 2001 | $391M | $250M | $141M | -- | -- |
DateAug 2023
Total AUM$7.3B
Discretionary$7B
Non-Disc.$277.9M
Employees55
Clients2
DateJun 2023
Total AUM$7.3B
Discretionary$7B
Non-Disc.$277.9M
Employees55
Clients2
DateMar 2023
Total AUM$7.3B
Discretionary$7B
Non-Disc.$277.9M
Employees55
Clients2
DateJan 2023
Total AUM$8.4B
Discretionary$6.9B
Non-Disc.$1.4B
Employees68
Clients2
DateSep 2022
Total AUM$8.4B
Discretionary$6.9B
Non-Disc.$1.4B
Employees68
Clients2
DateApr 2022
Total AUM$8.4B
Discretionary$6.9B
Non-Disc.$1.4B
Employees68
Clients2
DateNov 2021
Total AUM$8.4B
Discretionary$6.9B
Non-Disc.$1.4B
Employees68
Clients2
DateAug 2021
Total AUM$8.4B
Discretionary$6.9B
Non-Disc.$1.4B
Employees68
Clients2
DateApr 2021
Total AUM$8.4B
Discretionary$6.9B
Non-Disc.$1.4B
Employees68
Clients2
DateDec 2020
Total AUM$8.4B
Discretionary$7.1B
Non-Disc.$1.3B
Employees67
Clients2
DateNov 2020
Total AUM$8.4B
Discretionary$7.1B
Non-Disc.$1.3B
Employees67
Clients2
DateSep 2020
Total AUM$8.4B
Discretionary$7.1B
Non-Disc.$1.3B
Employees67
Clients2
DateSep 2020
Total AUM$8.4B
Discretionary$7.1B
Non-Disc.$1.3B
Employees67
Clients2
DateJun 2020
Total AUM$8.4B
Discretionary$7.1B
Non-Disc.$1.3B
Employees67
Clients2
DateApr 2020
Total AUM$8.4B
Discretionary$7.1B
Non-Disc.$1.3B
Employees67
Clients2
DateApr 2020
Total AUM$8.4B
Discretionary$7.1B
Non-Disc.$1.3B
Employees67
Clients2
DateMar 2020
Total AUM$8.4B
Discretionary$7.1B
Non-Disc.$1.3B
Employees67
Clients2
DateFeb 2020
Total AUM$7.4B
Discretionary$6.3B
Non-Disc.$1.1B
Employees68
Clients2
DateJan 2020
Total AUM$7.4B
Discretionary$6.3B
Non-Disc.$1.1B
Employees68
Clients2
DateSep 2019
Total AUM$7.4B
Discretionary$6.3B
Non-Disc.$1.1B
Employees68
Clients2
DateJul 2019
Total AUM$7.4B
Discretionary$6.3B
Non-Disc.$1.1B
Employees69
Clients2
DateMay 2019
Total AUM$7.4B
Discretionary$6.3B
Non-Disc.$1.1B
Employees65
Clients2
DateApr 2019
Total AUM$7.4B
Discretionary$6.3B
Non-Disc.$1.1B
Employees63
Clients2
DateMar 2019
Total AUM$7.4B
Discretionary$6.3B
Non-Disc.$1.1B
Employees63
Clients2
DateJan 2019
Total AUM$6.6B
Discretionary$6.3B
Non-Disc.$281.4M
Employees64
Clients2
DateDec 2018
Total AUM$6.6B
Discretionary$6.3B
Non-Disc.$281.4M
Employees63
Clients2
DateAug 2018
Total AUM$6.6B
Discretionary$6.3B
Non-Disc.$281.4M
Employees60
Clients2
DateMar 2018
Total AUM$6.6B
Discretionary$6.3B
Non-Disc.$281.4M
Employees59
Clients2
DateSep 2017
Total AUM$5.6B
Discretionary$5.1B
Non-Disc.$449.2M
Employees57
Clients500
DateJun 2017
Total AUM$5.6B
Discretionary$5.1B
Non-Disc.$449.2M
Employees57
Clients500
DateApr 2017
Total AUM$5.6B
Discretionary$5.1B
Non-Disc.$449.2M
Employees57
Clients500
DateMar 2017
Total AUM$4.9B
Discretionary$4.4B
Non-Disc.$466.1M
Employees57
Clients500
DateJan 2017
Total AUM$4.9B
Discretionary$4.4B
Non-Disc.$466.1M
Employees57
Clients500
DateDec 2016
Total AUM$4.9B
Discretionary$4.4B
Non-Disc.$466.1M
Employees57
Clients500
DateOct 2016
Total AUM$4.9B
Discretionary$4.4B
Non-Disc.$466.1M
Employees53
Clients500
DateSep 2016
Total AUM$4.9B
Discretionary$4.4B
Non-Disc.$466.1M
Employees53
Clients500
DateJul 2016
Total AUM$4.9B
Discretionary$4.4B
Non-Disc.$466.1M
Employees53
Clients500
DateMar 2016
Total AUM$4.9B
Discretionary$4.4B
Non-Disc.$466.1M
Employees51
Clients500
DateMay 2015
Total AUM$4.7B
Discretionary$4.1B
Non-Disc.$623.2M
Employees52
Clients400
DateMay 2015
Total AUM$4.7B
Discretionary$4.1B
Non-Disc.$623.2M
Employees52
Clients400
DateMar 2015
Total AUM$4.7B
Discretionary$4.1B
Non-Disc.$623.2M
Employees52
Clients400
DateSep 2014
Total AUM$4.1B
Discretionary$3.4B
Non-Disc.$623.8M
Employees46
Clients400
DateApr 2014
Total AUM$4.1B
Discretionary$3.4B
Non-Disc.$623.8M
Employees46
Clients400
DateFeb 2014
Total AUM$4.6B
Discretionary$3.1B
Non-Disc.$1.4B
Employees45
Clients300
DateOct 2013
Total AUM$4.6B
Discretionary$3.1B
Non-Disc.$1.4B
Employees44
Clients300
DateAug 2013
Total AUM$4.6B
Discretionary$3.1B
Non-Disc.$1.4B
Employees43
Clients300
DateAug 2013
Total AUM$4.6B
Discretionary$3.1B
Non-Disc.$1.4B
Employees43
Clients300
DateJul 2013
Total AUM$4.6B
Discretionary$3.1B
Non-Disc.$1.4B
Employees43
Clients300
DateJun 2013
Total AUM$4.6B
Discretionary$3.1B
Non-Disc.$1.4B
Employees43
Clients300
DateApr 2013
Total AUM$4.6B
Discretionary$3.2B
Non-Disc.$1.4B
Employees39
Clients300
DateDec 2012
Total AUM$3.8B
Discretionary$2.8B
Non-Disc.$1.1B
Employees26
Clients200
DateJun 2012
Total AUM$3.8B
Discretionary$2.8B
Non-Disc.$1.1B
Employees11
Clients200
DateMay 2012
Total AUM$3.8B
Discretionary$2.8B
Non-Disc.$1.1B
Employees11
Clients200
DateApr 2012
Total AUM$3.8B
Discretionary$2.8B
Non-Disc.$1.1B
Employees11
Clients200
DateMar 2012
Total AUM$3.8B
Discretionary$2.8B
Non-Disc.$1.1B
Employees11
Clients200
DateDec 2011
Total AUM$3.6B
Discretionary$2.7B
Non-Disc.$955.7M
Employees11
Clients200
DateMar 2011
Total AUM$3.6B
Discretionary$2.7B
Non-Disc.$955.7M
Employees--
Clients--
DateMar 2007
Total AUM$2.7B
Discretionary$2.2B
Non-Disc.$527.4M
Employees--
Clients--
DateMar 2004
Total AUM$1B
Discretionary$801.7M
Non-Disc.$230.7M
Employees--
Clients--
DateMar 2002
Total AUM$800M
Discretionary$520M
Non-Disc.$280M
Employees--
Clients--
DateMar 2002
Total AUM$800M
Discretionary$520M
Non-Disc.$280M
Employees--
Clients--
DateNov 2001
Total AUM$391M
Discretionary$250M
Non-Disc.$141M
Employees--
Clients--