Avalan, LLC

Overview

Avalan, LLC is an SEC registered investment adviser based in Santa Barbara, CA, registered since 2016. It reports $622M in assets under management across 768 accounts, with 11 employees. It has 11 investment adviser representatives.

Reported AUM

$622M

Discretionary

88%

Accounts

768

Average account

$81K

Employees

11

Advisory reps

11

Registered since

2016

Jurisdictions

7

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Other clients
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Richard Allen Schuette Jr Managing Member, Chief Compliance Officer CRD 2907767
• Kathryn E Courain Shareholder CRD 4062768
• Peter White Madlem Shareholder CRD 1363143

Advisory reps 3 of 11

• Valeria Chepilev Investment Adviser Rep CRD 8200843
• Kathryn Elizabeth Courain Insurance Agent · Investment Adviser Rep CRD 4062768
• Jeffrey Charles Hall Investment Adviser Rep CRD 6940918

8 more advisory reps, with emails, phones and branch locations

Location

Headquarters

233 E Carrillo St Ste B
Santa Barbara, CA 93101

County

Santa Barbara

Metro area

Santa Maria-Santa Barbara, CA

Region

West

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: winewomenworth.com

Every state, with registration dates

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