Clara Basile has been Partner of Avalon Capital Management since October 2025, is a control person of the firm and directly owns between 10% and 25% of it. Clara Basile studied at the University of Notre Dame and San Francisco State University.
Avalon Capital Management is a Menlo Park, CA firm with $582M under management, 163 clients and 3 advisers in one office, as of its July 2026 filing.
Clara Basile is Co-founder, CEO & Portfolio Manager of Avalon Capital Management. She co-founded the firm with partners Dave Rahn and Bill Oberman and has served as its Chief Executive Officer and lead Portfolio Manager since 2016. She also advises the firm's clients on wealth planning and has developed the models used in Avalon's investment and research process.
- Avalon Capital ManagementCurrent– present · 1 yearMenlo Park, CA · Adviser representative · Firm CRD 107501
Investment adviser representative registrations
Clara Basile is registered as an investment adviser representative in 2 states. The first approvals date from February 2025; the most recent is Texas, in April 2025.
- CaliforniaSince 26 February 2025
- TexasSince 22 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 February 2025 |
| Series 2 | Non-Member General Securities Examination | 27 March 1989 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Non-Member General Securities Examination
- CRD
- 1939862
- Firm
- Avalon Capital Management · CRD 107501
- Role
- Partner
- Office
- 525 MIDDLEFIELD ROAD, SUITE 160, Menlo Park, CA 94025
- Registration
- Investment adviser registration
- In the industry since
- February 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- avaloncapital.com
Where does Clara Basile work?
Clara Basile has been Partner of Avalon Capital Management since October 2025, and is a control person of the firm.
Is Clara Basile a financial advisor?
Yes. Clara Basile has a current investment-adviser registration in California and Texas, through Avalon Capital Management since February 2025.
How many years of experience does Clara Basile have?
Clara Basile has 1 year in the financial industry, since February 2025, across 1 adviser firm.
What exams has Clara Basile passed?
Clara Basile has passed 2 licensing exams: the Series 2 and Series 65. The earliest, the Series 2, was passed in March 1989.
Where is Clara Basile based?
Clara Basile’s registered office is in Menlo Park, CA.
Is Clara Basile registered with FINRA?
No. Clara Basile has no current broker registration.
How can I verify Clara Basile’s record?
Search CRD 1939862 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Clara Basile’s full registration record.
Ross RevenaughManaging Partner/Chief Compliance Officer- Steven NightingaleShareholder
- Brian AuldShareholder