Ross Revenaugh has been Managing Partner/Chief Compliance Officer of Avalon Capital Management since October 2025, is a control person of the firm and directly owns between 50% and 75% of it. Ross Revenaugh holds a B.S. in Economics from United States Military Academy (West Point) and an MBA from Harvard Business School.
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.
Ross Revenaugh is President & Portfolio Manager of Avalon Capital Management. He joined Avalon in 2020 and is active in all aspects of the business, serving as a portfolio manager and member of the investment strategy team. Before Avalon, he led the West Coast office of Windward Investment Management and was a member of its Investment Committee.
Ross Revenaugh’s longest registration is the current one, 6 years at Avalon Capital Management since 2020. Before joining Avalon Capital Management in 2020, Ross Revenaugh was registered through Alliancebernstein L.P. and Echelon Asset Management.
- Avalon Capital ManagementCurrent– present · 6 yearsMenlo Park, CA · Adviser representative · Firm CRD 107501
- Alliancebernstein L.P.– · 1 yearSan Francisco, CA · Adviser representative · Firm CRD 108477
- Echelon Asset Management– · 1 yearOakland, CA · Adviser representative · Firm CRD 169484
- Windhaven Investment Management, Inc.– · 5 yearsMenlo Park, CA · Adviser representative · Firm CRD 155138
- Windward Investment Management Inc– · 2 yearsSan Francisco, CA · Adviser representative · Firm CRD 109405
Investment adviser representative registrations
Ross Revenaugh is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from March 2020; the most recent is Texas, in October 2023.
- CaliforniaSince 5 March 2020
- TexasResidentSince 4 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 22 January 2018 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 September 2017 |
| Series 7 | General Securities Representative Examination | 7 September 2017 |
| Series 65 | Uniform Investment Adviser Law Examination | 22 May 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Ross Norman Revenaugh
- CRD
- 4265794
- Firm
- Avalon Capital Management · CRD 107501
- Role
- Managing Partner/Chief Compliance Officer
- Office
- 525 MIDDLEFIELD ROAD, SUITE 160, Menlo Park, CA 94025
- Registration
- Investment adviser registration
- In the industry since
- January 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- avaloncapital.com
Where does Ross Revenaugh work?
Ross Revenaugh has been Managing Partner/Chief Compliance Officer of Avalon Capital Management since October 2025, and is a control person of the firm.
Is Ross Revenaugh a financial advisor?
Yes. Ross Revenaugh has a current investment-adviser registration in California and Texas, through Avalon Capital Management since March 2020.
How many years of experience does Ross Revenaugh have?
Ross Revenaugh has 19 years in the financial industry, since January 2007, across 5 adviser firms.
What exams has Ross Revenaugh passed?
Ross Revenaugh has passed 4 licensing exams: the Series 65, Series 7, Series 63 and Series 31. The earliest, the Series 65, was passed in May 2008. FINRA credited Ross Revenaugh with the SIE, which began in October 2018.
Where did Ross Revenaugh work before Avalon Capital Management?
Before Avalon Capital Management, Ross Revenaugh was registered through Alliancebernstein L.P., August 2017 to July 2019; Echelon Asset Management, October 2016 to January 2018; Windhaven Investment Management, Inc., November 2010 to June 2016; Windward Investment Management Inc, May 2008 to November 2010.
Where is Ross Revenaugh based?
Ross Revenaugh’s registered office is in Menlo Park, CA.
Is Ross Revenaugh registered with FINRA?
No. Ross Revenaugh has no current broker registration.
How can I verify Ross Revenaugh’s record?
Search CRD 4265794 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ross Revenaugh’s full registration record.
Clara BasilePartner- Steven NightingaleShareholder
- Brian AuldShareholder