# AVALON ADVISORY GROUP LLC

AVALON ADVISORY GROUP LLC of WEXFORD, PA is an SEC-registered investment adviser.

## Registration

- CRD: 297090
- Type: SEC-registered investment adviser
- SEC file number: 801-113420
- Location: 150 N MEADOWS DRIVE, SUITE 220, WEXFORD, PA, 15090
- Phone: (412) 879-0584
- Latest filing: 2026-03-30
- Regulatory AUM: $290.3M
- Discretionary AUM: $290.3M
- Clients: 4
- Accounts: 457

## Business model

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

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Caitlin Nmn Cully | PRINCIPAL; PRINCIPAL, CCO | — |
| Ian Cully | MEMBER; PRINCIPAL, CCO | Wexford, PA |
| John Joseph Cully | PRINCIPAL | — |
| Walter Andrew Laub | PARTNER / DIRECTOR OF FINANCIAL PLANNING; PRINCIPAL / DIRECTOR OF FINANCIAL PLANNING | — |
| CULLY CAITLIN | PRINCIPAL, CCO | — |
| Cully Ian | PRINCIPAL; PRINCIPAL, CCO | — |
| CULLY JOHN JOSEPH | PRINCIPAL | — |
| CULLY IAN NMN | PRINCIPAL; PRINCIPAL, CCO | — |
| LAUB WALTER ANDREW | PARTNER / DIRECTOR OF FINANCIAL PLANNING | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297090/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297090/similar
- Related entities: https://search.stillhousedata.com/firm/297090/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297090

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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.