Keli Cole
Avalon Capital Management · Menlo Park, California
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.
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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 · CRD 5191507 |
| Exams passed | Series 65 (2025) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.avaloncapital.com |
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Questions about Keli
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.
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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