DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Ross Norman Revenaugh

Avalon Capital Managementindependent RIAMenlo Park, CaIA-onlyIAPD 4265794

Feed of 09/14/2026

Also filed as Ross N Revenaugh

At current firm

6 y

since Mar 5, 2020

In the industry

18 y

since May 22, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: President & Portfolio Managerreportedavaloncapital.comfirm site, Sep 15, 2026
Business email: ross@avaloncapital.comreportedavaloncapital.comfirm site, Sep 15, 2026
Professional profile: linkedin.com/in/ross-revenaugh-59504415reportedavaloncapital.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Avalon Capital Management independent RIA current
since Mar 5, 2020 · Menlo Park, Ca
Alliancebernstein L.P. other
Aug 17, 2017 to Jul 25, 2019 · San Francisco, Ca
Echelon Asset Management former
Oct 18, 2016 to Jan 17, 2018 · Oakland, Ca
Windhaven Investment Management, Inc. former
Nov 10, 2010 to Jun 30, 2016 · Palo Alto, Ca
Windward Investment Management Inc unclassified
May 23, 2008 to Nov 18, 2010 · San Francisco, Ca

Moves

a registration end followed by a registration begin elsewhere

Alliancebernstein L.P. to Avalon Capital Management
left Jul 25, 2019, registered Mar 5, 2020 (224 days) · Other
Echelon Asset Management to Alliancebernstein L.P.
left Jan 17, 2018, registered Aug 17, 2017 (-153 days) · Other
Windhaven Investment Management, Inc. to Echelon Asset Management
left Jun 30, 2016, registered Oct 18, 2016 (110 days) · Other
Windward Investment Management Inc to Windhaven Investment Management, Inc.
left Nov 18, 2010, registered Nov 10, 2010 (-8 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address