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Overview

Articles

Insights

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

Assets

Assets

Last updated on May 15, 2019
    • $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

39

name start date
Graydon Douglas Oliver
July 2010
Jessica Feng-Hui Lim
October 2014
Clayton Blake Mcwherter
January 2019
Jean Pierre Malo
March 2013
Thomas Edgar Smith
February 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 --
    Cynosure Management, LLC IAR $1,116,788,512
    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
      Henry James Lartigue Executive Officer, Member, Elected Manager January, 2019 5% to 10%
      Kevin John Lilly Executive Officer, Member, Elected Manager March, 2008 5% to 10%
      Willie Thurman Langston Executive Officer, Member, Elected Manager (Chairman) March, 2005 5% to 10%
      Robert Paul Gauntt Member, Elected Manager March, 2008 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%
      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%
      Robert Kean Hatcher 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