Avalon Advisors, LLC Email Format
Investment ManagementTexas, United States51-200 Employees
Avalon Advisors, LLC operates as an independent registered investment adviser that provides investment management and financial guidance to individuals, families, and institutions. Headquartered in Houston, Texas, with an office in San Antonio, the firm was founded in 2001 and is owned by Avalon employees alongside outside investors, including The Cynosure Group. The company delivers a full suite of internally managed strategies spanning domestic and international equities and fixed income, with access to selected alternative approaches. This mix supports diversified portfolios across client segments. Its Texas-based, independent ownership structure situates Avalon as a practitioner-focused adviser within the investment management landscape.