Keli D Cole
Investment adviser representative at Avalon Capital Management
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Avalon Capital ManagementFeb 2021 to now
- Capstone Financial GroupAug 2017 to Feb 2021
- KpmgFeb 2015 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5191507
- Firm CRD
- 107501