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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on Jan. 25, 2020
    • $7.4B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 5K
      Accounts
    • $1.5M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

38

name start date
Graydon Douglas Oliver
July 2010
Jessica Feng-Hui Lim
October 2014
Kathy J. Kuria
April 2019
Jean Pierre Malo
March 2013
Jonathan Heaston Lewis
January 2018

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    4612 Group, LLC IAR $0
    4C Gps Gp I, LLC -- --
    Avalon Carlyle Private Equity Fund I Gp, LLC -- --
    Avalon Global Real Assets Fund Gp, LLC -- --
    Avalon High Income Municipal Fund Gp, LLC -- --
    Avalon Private Energy Fund Gp, LLC -- --
    Avalon Wallace Investment Management LLC -- --
    Avalon Wealth Management LLC Broker-Dealer --
    Capital Creek Partners IAR $133,159,283
    Cynosure Management, LLC IAR $1,590,598,812
    Savant Capital Management IAR $0

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Willie Thurman Langston Executive Officer, Member, Elected Manager (Chairman) March, 2005 5% to 10%
      Kevin John Lilly Executive Officer, Member, Elected Manager March, 2008 5% to 10%
      Henry James Lartigue Executive Officer, Member, Elected Manager January, 2019 5% to 10%
      Eugene William Stone Chief Investment Officer, Member January, 2019 less than 5%
      Wyatt Leclercq Hogan Chief Legal Officer, Member February, 2018 less than 5%
      Robert Paul Gauntt Member, Elected Manager March, 2008 less than 5%
      David John Jesulaitis Executive Officer, Member February, 2017 less than 5%
      Alexander Chase Robison President & Ceo, Member, Elected Manager February, 2017 less than 5%
      Peggy Elaine Lebert Chief Compliance Officer, Member February, 2017 less than 5%
      Richard Keith Taylor Elected Manager December, 2016 less than 5%
      Spencer Peterson Eccles Elected Manager December, 2016 less than 5%
      Gary Thomas Bonner Chief Operating Officer, Member June, 2007 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Performance-Based Fees
        • Other