What departments does Avalon Advisors, LLC have?

Avalon Advisors, LLC has employees across 3 departments including Entrepreneurship, Analytics, Finance.

What is the largest department at Avalon Advisors, LLC?

The largest department at Avalon Advisors, LLC is Analytics with 2 employees.

Where are Avalon Advisors, LLC employees located globally?

Avalon Advisors, LLC has employees across 2 continents and 2 countries including United States Of America, Australia.

How has Avalon Advisors, LLC's team size changed over time?

Avalon Advisors, LLC's team has decreased from approximately 23 to 22 employees based on available data.

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.

Avalon Advisors, LLC Global Highlights

North America
37

United States Of America
37

Oceania
1

Australia
1

Avalon Advisors, LLC's Leadership

T. R.
Chief Executive Officer
Mobile Phone
Email
C. S.
Director
Mobile Phone
Email
F. R.
Managing Director
Mobile Phone
Email
S. W.
Director Of Data And Analytics
Mobile Phone
Email
A. M.
Principal
Mobile Phone
Email
D. C.
Principal
Mobile Phone
Email
A. G.
Nelson Update Contact
Mobile Phone
Email
G. F.
Geoffemeraldadvisorscom
Mobile Phone
Email

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

T. R.
Chief Executive Officer
Mobile Phone
Email
May 08, 2026
C. S.
Director
Mobile Phone
Email
Oct 22, 2024
F. R.
Managing Director
Mobile Phone
Email
Oct 23, 2024
S. W.
Director Of Data And Analytics
Mobile Phone
Email
Oct 23, 2024
A. M.
Principal
Mobile Phone
Email
Oct 17, 2024
D. C.
Principal
Mobile Phone
Email
Oct 23, 2024
A. G.
Nelson Update Contact
Mobile Phone
Email
Oct 17, 2024
G. F.
Geoffemeraldadvisorscom
Mobile Phone
Email
Oct 17, 2024
J. J.
Portfolio Analyst
Mobile Phone
Email
Oct 22, 2024
Z. T.
Analyst Wealth Management
Mobile Phone
Email
Feb 13, 2024

Frequently Asked Questions

What is Avalon Advisors, LLC known for?

Avalon Advisors, LLC was founded in 2001 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-713-238-****

. Explore Avalon Advisors, LLC's company overview page for more information.

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

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?

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

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

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

Chief Executive Officer: T. R.
Director: C. S.
Managing Director: F. R.
Director Of Data And Analytics: S. W.
Principal: A. M.

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Avalon Advisors, LLC Employee Directory

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