# Keli Cole

> Keli Cole 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.

Page: https://find.wellspent.co/advisors/keli-cole/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Avalon Capital Management
- **Based in:** Menlo Park, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $582.2M across 508 accounts
- **Works with:** Executives, Physicians, Founders, Tech employees
- **CRD:** 5191507 (https://adviserinfo.sec.gov/individual/summary/5191507)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2025)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.avaloncapital.com

## Frequently asked questions

### Is Keli Cole a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Keli 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 Keli charge for financial advice?

Keli's firm, Avalon Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Keli Cole based?

Keli Cole is based in Menlo Park, California.

### Is Keli Cole registered with the SEC?

Yes. Keli Cole is registered as an investment adviser representative in CA (CRD 5191507), 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 Keli Cole?

Through Keli's website, www.avaloncapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5191507): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://avaloncapital.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.