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Keli Cole

Investment adviser representative at Avalon Capital Management in Menlo Park, CA

Investment adviser registrationUpdated

Keli Cole is an investment adviser representative at Avalon Capital Management, an investment adviser managing $582M, and works from its Menlo Park, CA office. Keli Cole has been registered through Avalon Capital Management since 29 May 2025, has 1 year in the industry across 1 firm and has passed the Series 65.

1
Years in industry
1
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Keli Cole has been an investment adviser representative at Avalon Capital Management since May 2025, and is not listed among the firm’s executive officers or direct owners.

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.

  1. Avalon Capital ManagementCurrent
    – present · 1 year
    Menlo Park, CA · Adviser representative · Firm CRD 107501

Credentials and registrations

Investment adviser representative registrations

Keli Cole is registered as an investment adviser representative in California, since May 2025.

  • CaliforniaSince 29 May 2025

Examinations

Series 6529 May 2025
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Keli D Cole
CRD
5191507
Firm
Avalon Capital Management · CRD 107501
Office
525 MIDDLEFIELD ROAD, SUITE 160, Menlo Park, CA 94025
Registration
Investment adviser registration
In the industry since
May 2025
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Keli Cole work?

Keli Cole is an investment adviser representative registered through Avalon Capital Management since May 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Keli Cole a financial advisor?

Yes. Keli Cole has a current investment-adviser registration in California, through Avalon Capital Management since May 2025.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Keli Cole have?

Keli Cole has 1 year in the financial industry, since May 2025, across 1 adviser firm.

Source: IAPD individual record, checked 24 October 2026

What exams has Keli Cole passed?

Keli Cole passed the Series 65 in May 2025.

Source: IAPD individual record, checked 24 October 2026

Where is Keli Cole based?

Keli Cole’s registered office is in Menlo Park, CA.

Source: IAPD individual record, checked 24 October 2026

Is Keli Cole registered with FINRA?

No. Keli Cole has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Keli Cole’s record?

Search CRD 5191507 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Keli Cole’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Avalon Capital Management

Sources

  1. IAPD individual record, CRD 5191507, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Avalon Capital Management, filed 21 July 2026. Executive officers and direct owners; this person is not among them.
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