Ross N. Revenaugh
Professional summary
Ross Norman Revenaugh, who also goes by Ross N Revenaugh, Ross Revenaugh, is a registered financial advisor currently at AVALON CAPITAL MANAGEMENT located in Port Of Redwood City, California.
Ross is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Ross has worked at 8 firms and has passed the Series 63, Series 65, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ross Norman Revenaugh's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 5, 2020 - Present
AVALON CAPITAL MANAGEMENT
Office #1: 495 Seaport Court Suite 106, Port Of Redwood City, CA 94063-2785September 7, 2017 - July 25, 2019
SANFORD C. BERNSTEIN & CO., LLC
August 17, 2017 - July 25, 2019
ALLIANCEBERNSTEIN L.P.
October 18, 2016 - January 17, 2018
ECHELON ASSET MANAGEMENT
November 10, 2010 - June 30, 2016
WINDHAVEN INVESTMENT MANAGEMENT, INC.
May 23, 2008 - November 18, 2010
WINDWARD INVESTMENT MANAGEMENT INC
September 2, 2005 - February 16, 2007
MORGAN STANLEY & CO. LLC
September 13, 2001 - July 9, 2002
ROBERTSON STEPHENS, INC.
Primary Firm SEC Registration
AVALON CAPITAL MANAGEMENT
CRD#: 107501 / SEC#: 801-41657
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/5/2020)
(10/4/2023)
Exams
Current Firm
AVALON CAPITAL MANAGEMENT
CRD#: 107501 / SEC#: 801-41657
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 487 |
| AUM (Assets Under Management) | $ 487,441,253 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/23/2025 | ||
| 10/23/2024 | ||
| 10/18/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
AVALON CAPITAL MANAGEMENT
CRD#: 107501Port Of Redwood City, CA 94063-2785TRUST BUT VERIFY
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