Avalon Advisory Group provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 101–250 clients last fiscal year.
Avalon Advisory Group reports 137 clients. They include 83 individual clients and 54 high-net-worth individuals. Of its assets, 100.0% ($290M across 457 accounts) are managed with discretion. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 61% | 10% |
| High-net-worth individuals | 39% | 90% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 83 | $30.2M | 10.4% | $364K |
| High-net-worth individuals | 54 | $260M | 89.6% | $4.82M |
| Total | 137 | $290M | 100% | $2.12M |
- Clients
- 83
- Regulatory AUM
- $30.2M
- AUM share
- 10.4%
- Avg. per client
- $364K
- Clients
- 54
- Regulatory AUM
- $260M
- AUM share
- 89.6%
- Avg. per client
- $4.82M
Total
- Clients
- 137
- Regulatory AUM
- $290M
- AUM share
- 100%
- Avg. per client
- $2.12M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Avalon Advisory Group charges up to 1.25% a year for its Investment Management Fee. The fee is billed in advance and is negotiable.
Fee details and sources
Caitlin Cully owns 50% to 75% of Avalon Advisory Group. It has 4 employees, 3 of them in advisory roles.
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 50% to 75% of Avalon Advisory Group LLC
Caitlin Cully
Control person · since May 2018
- Owns 25% to 50% of Avalon Advisory Group LLC
John Cully
Control person · since May 2018
- Owns 10% to 25% of Avalon Advisory Group LLC
Walter Laub
Control person · since August 2021
Avalon Advisory Group’s regulatory assets grew from $220M (March 2021) to $290M (March 2026); clients rose from 129 to 137 and employees fell from 5 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $290M | 137 | 4 | 1 |
| Mar 2025March 2025 | $257M | 167 | 5 | 1 |
| Mar 2024March 2024 | $227M | 155 | 5 | 1 |
| Mar 2023March 2023 | $189M | 135 | 5 | 1 |
| Mar 2022March 2022 | $233M | 136 | 5 | 1 |
| Mar 2021March 2021 | $220M | 129 | 5 | 1 |
Besides its headquarters, Avalon Advisory Group has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 150 N Meadows Drive, Suite 220, WexfordHQ
Other business names
Avalon Advisory Group has reported 1 other business name to the SEC.
- Aspire Wealth Architects
Contact and registration details
- Legal name
- Avalon Advisory Group LLC
- Headquarters
- 150 N Meadows Drive, Suite 220, Wexford, PA 15090
- Website
- aspirewealtharchitects.com
- Phone
- 412-879-0584
- SEC file
- 801-113420
- Founded
- 2018
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Avalon Advisory Group’s named custodian for separately managed accounts is Charles Schwab ($281M). Avalon Advisory Group does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $281M100%
At year end, Avalon Advisory Group’s separately managed accounts were mostly in funds (97%). Its reported 13F holdings for the quarter ended 30 June 2026 total $271M across 14 positions; the largest are Vanguard Index Fds (52.7%), iShares TR (32.5%) and Vanguard Intl Equity Index F (6.3%).
What the accounts hold
- Stocks2%
- Funds97%
- Cash1%
How many clients does Avalon Advisory Group have?
Avalon Advisory Group has 137 clients and manages $290 million for them, as of March 2026. They include 83 individual clients and 54 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Avalon Advisory Group offer?
Avalon Advisory Group provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Avalon Advisory Group charge?
Avalon Advisory Group charges up to 1.25% a year for its Investment Management Fee. The fee is billed in advance and is negotiable.
Source: ASPIRE WEALTH ARCHITECTS PART 2A BROCHURE 3.2025, filed 30 March 2026
Which custodians does Avalon Advisory Group use?
Avalon Advisory Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $281M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Avalon Advisory Group have?
Avalon Advisory Group has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Avalon Advisory Group invest in?
At the end of its last fiscal year, Avalon Advisory Group’s separately managed accounts held 97% registered funds (mutual funds, ETFs, BDCs), 2% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Avalon Advisory Group?
Avalon Advisory Group’s direct owners are Caitlin Cully (50% to 75%), John Cully (25% to 50%) and Walter Laub (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Avalon Advisory Group get paid?
Avalon Advisory Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Avalon Advisory Group?
Avalon Advisory Group’s main office is at 150 N Meadows Drive, Suite 220, Wexford, PA 15090. Its phone number is 412-879-0584. Its website is aspirewealtharchitects.com.