# AVALON CAPITAL MANAGEMENT

AVALON CAPITAL MANAGEMENT of MENLO PARK, CA is an SEC-registered investment adviser.

## Registration

- CRD: 107501
- Type: SEC-registered investment adviser
- SEC file number: 801-41657
- Location: 525 MIDDLEFIELD ROAD, SUITE 160, MENLO PARK, CA, 94025
- Phone: 650-306-1500
- Latest filing: 2026-07-21
- Regulatory AUM: $582.2M
- Discretionary AUM: $463.9M
- Non-discretionary AUM: $118.3M
- Clients: 5
- Accounts: 508

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Clara Basile | PARTNER; PARTNER/CHIEF EXECUTIVE OFFICER | — |
| Ross Norman Revenaugh | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER; PARTNER/CHIEF COMPLIANCE OFFICER | — |
| Steven Roy Nightingale | SHAREHOLDER | — |
| Brian J Auld | SHAREHOLDER | — |
| RAHN DAVID RICHARD | PRESIDENT/CFO/SECRETARY/DIRECTOR; PRESIDENT/SECRETARY; RETIRED PARTNER/CO-FOUNDER | — |
| BASILE CLARA | CHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICER; PARTNER/CHIEF EXECUTIVE OFFICER; VICE PRESIDENT/PORTFOLIO MANAGER | — |
| OBERMAN WILLIAM | VICE PRESIDENT/CCO/PORTFOLIO MANAGER; VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGER | — |
| HERRICK TRACY G | TRUSTEE | — |
| HERRICK MAIE KAARSOO | TRUSTEE | — |
| ERARIO CAROL LYNN HARRIS | SHAREHOLDER; TRUSTEE | — |
| OBERMAN WILLIAM DANIEL | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGER; VICE PRESIDENT/PORTFOLIO MANAGER | — |
| REVENAUGH ROSS NORMAN | PARTNER; PARTNER/CHIEF COMPLIANCE OFFICER | — |
| Nightingale Steven Roy | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107501/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107501/similar
- Related entities: https://search.stillhousedata.com/firm/107501/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107501

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.