# Avalon Wealth Advisory, Inc.

> Avalon Wealth Advisory, Inc. is a state-registered investment advisory firm in Indianapolis, IN, registered since 1999, with no regulatory assets under management reported in its Form ADV filing dated August 20, 2026.

- CRD: 114311
- Filed as: AVALON WEALTH ADVISORY, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Indianapolis, IN
- Filing period: October 2026
- Form ADV filing dated: August 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/114311
- AdvisorCensus page: https://advisorcensus.com/firm/avalon-wealth-advisory-inc-indianapolis-in-114311

## Quick answers

**How is Avalon Wealth Advisory, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Avalon Wealth Advisory, Inc. reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Avalon Wealth Advisory, Inc. located?**
Avalon Wealth Advisory, Inc.'s principal office is in Indianapolis, IN, according to its Form ADV.

**Is Avalon Wealth Advisory, Inc. registered with the SEC or a state?**
Avalon Wealth Advisory, Inc. is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 114311.

**Does Avalon Wealth Advisory, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/114311

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1999 (27 years)
- Employees: 15 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- avalonwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Avalon Wealth Advisory, Inc. (CRD 114311): Form ADV filing data as of October 2026.