Avalon Advisors, LLC logo

Avalon Advisors, LLC Employee Directory

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.

Find Avalon Advisors, LLC employees' phone numbers or email addresses

Avalon Advisors, LLC Global Highlights

Location
Employees

North America
38

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  • United States Of America
    38

Oceania
1

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  • Australia
    1

Avalon Advisors, LLC's Leadership

  • Stylized image of a person
    T. R.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    B. A. W.
    Partner
    Phone icon
  • Stylized image of a person
    J. L.
    Associate Director, Relationship Manager
    Phone icon
  • Stylized image of a person
    C. S.
    Director
    Phone icon
  • Stylized image of a person
    F. R.
    Managing Director
    Phone icon
  • Stylized image of a person
    S. W.
    Director Of Data And Analytics
    Phone icon
  • Stylized image of a person
    A. M.
    Principal
    Phone icon
  • Stylized image of a person
    D. C.
    Principal
    Phone icon

Avalon Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Community & Social Services
  • Information Technology
  • Accounting
  • Other
  • Consultant

Contact profiles from Avalon Advisors, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. A. W.
    Partner
    Phone icon
    United States
    May 04, 2026
  • Stylized image of a person
    T. R.
    Chief Executive Officer
    Phone icon
    Apr 10, 2025
  • Stylized image of a person
    J. L.
    Associate Director, Relationship Manager
    Phone icon
    United StatesMississippi
    Apr 14, 2026
  • Stylized image of a person
    C. S.
    Director
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    F. R.
    Managing Director
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    S. W.
    Director Of Data And Analytics
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    A. M.
    Principal
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    D. C.
    Principal
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    K. T.
    Board Member
    Phone icon
    United StatesUtah
    Jun 01, 2026
  • Stylized image of a person
    A. G.
    Nelson Update Contact
    Phone icon
    Oct 17, 2024

Frequently Asked Questions

What is Avalon Advisors, LLC known for?

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Avalon Advisors, LLC was founded in 2001 operates in the Investment Management industry. The company's main headquarters is located in 2929 Allen Parkway Suite 3000 Houston, Texas 77019 United States; you can contact the main corporate office by phone at . Explore Avalon Advisors, LLC's company overview page for more information.

What is Avalon Advisors, LLC's most common email format?

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Avalon Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Avalon Advisors, LLC email formats with LeadIQ.

How many employees does Avalon Advisors, LLC have currently?

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Avalon Advisors, LLC has approximately 56 employees as of February 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Avalon Advisors, LLC's key employees and leadership?

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As of February 2026, Avalon Advisors, LLC's key employees include:

  • Chief Executive Officer: T. R.
  • Partner: B. A. W.
  • Associate Director, Relationship Manager: J. L.
  • Director: C. S.
  • Managing Director: F. R.

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