# AVALAN, LLC

AVALAN, LLC of SANTA BARBARA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 156109
- Type: SEC-registered investment adviser
- SEC file number: 801-107405
- Location: 233 E CARILLO, SUITE B, SANTA BARBARA, CA, 93101
- Phone: 805-962-7725
- Latest filing: 2026-03-17
- Regulatory AUM: $621.8M
- Discretionary AUM: $544.4M
- Non-discretionary AUM: $77.5M
- Clients: 11
- Accounts: 768

## Business model

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

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Richard Allen Schuette | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Kathryn E Courain | SHAREHOLDER | — |
| Peter White Madlem | SHAREHOLDER | — |
| SCHUETTE RICHARD ALLEN | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| COURAIN KATHRYN E | SHAREHOLDER | — |
| MADLEM PETER WHITE | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/156109/brochure
- Similar advisers: https://search.stillhousedata.com/firm/156109/similar
- Related entities: https://search.stillhousedata.com/firm/156109/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/156109

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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.