Clara Basile
Avalon Capital Management · Menlo Park, California
Clara Basile is a fee-only financial advisor at Avalon Capital Management in Menlo Park, California. Avalon Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Who they serve
- Executives
- Physicians
- Founders
- Tech employees
Facts
| Firm | Avalon Capital Management |
|---|---|
| Based in | Menlo Park, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $582.2M across 508 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 1939862 |
| Exams passed | Series 65 (2025) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.avaloncapital.com |
| Profile |
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Questions about Clara
Is Clara Basile a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Clara holds no broker registration, and Avalon Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Clara charge for financial advice?
Clara's firm, Avalon Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Clara Basile based?
Clara Basile is based in Menlo Park, California.
Is Clara Basile registered with the SEC?
Yes. Clara Basile is registered as an investment adviser representative in CA and TX (CRD 1939862), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Avalon Capital Management manage?
Avalon Capital Management reports $582.2M across 508 accounts in assets under management.
How do I contact Clara Basile?
Through Clara's website, www.avaloncapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Avalon Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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