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AVALON ADVISORS LLC

Advisory

N·HOUSTON, TX

Data as of Aug 2, 2023 · Source: SEC Form ADV

Total AUM

$7.3B

1-Year AUM Growth

-12.9%

3-Year CAGR

-4.6%

Employees

32

Assets Under Management

Total AUM$7.3B

Discretionary AUM$7.0B

Non-Discretionary AUM$278M

Discretionary %96.2%

Total Clients—

Team

Total Employees32

Investment Advisers55

Employee Growth (1Y)—

Filing History

Total Filings on Record71

First FilingMay 2, 2001

Latest FilingAug 2, 2023

🔒 Full AUM trend chart and 71 historical filings spanning 22+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on AVALON ADVISORS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.