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Ross Norman Revenaugh

Investment Adviser Representative at AVALON CAPITAL MANAGEMENT

Port Of Redwood City, CACRD #4265794Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
States Registered
2 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Ross Norman Revenaugh has worked in the securities industry since 2007. They have passed the Series 65, 63, 31, and 7 examinations. They are registered to provide investment advisory services in California and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
CaliforniaTexas
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 9/14/2017
Series 65
Uniform Investment Adviser Law Examination
Passed 5/22/2008
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 1/22/2018
Series 7
General Securities Representative Examination
Passed 9/7/2017

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.01
Asset tierAnnual rate
First $5M (standard)1.00%
Next $5M (standard)0.75%
Next $10M (standard)0.50%
Above $20M (standard)0.50%
First $25M (cash management)0.25%
Above $25M (cash management)0.25%
First $25M (fixed income)0.50%
Above $25M (fixed income)0.50%
Source

Avalon Capital Management Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

AVALON CAPITAL MANAGEMENTCurrent
3/5/2020Port Of Redwood City, CA
ALLIANCEBERNSTEIN L.P.
8/17/20177/25/2019San Francisco, CA
ECHELON ASSET MANAGEMENT
10/18/20161/17/2018Oakland, CA
WINDHAVEN INVESTMENT MANAGEMENT, INC.
11/10/20106/30/2016Menlo Park, CA
WINDWARD INVESTMENT MANAGEMENT INC
5/23/200811/18/2010San Francisco, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at AVALON CAPITAL MANAGEMENT

2 other advisors in the directory

View AVALON CAPITAL MANAGEMENT firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ross Norman Revenaugh has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Ross Norman Revenaugh - Financial Advisor in Port Of Redwood City, CA | AdvisorFinder