Ross Norman Revenaugh
Investment adviser representative at Avalon Capital Management
10 yearsExperience
2 statesRegistered in
$582.2MFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Avalon Capital ManagementJan 2020 to now
- Independent CounsultantAug 2019 to Dec 2019
- Sanford C. Bernstein & Co., LLCAug 2017 to Jul 2019
- Echelon Asset ManagementJul 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Avalon Capital Management
$582.2MAssets managed
163Clients
3Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4265794
- Firm CRD
- 107501