Wealth manager, independent · Zurich, Switzerland
Avalor Investment AG
SEC-registered investment adviser · CRD 283227 · SEC 801-107717
At a glance
Avalor Investment AG is an SEC-registered investment adviser based in Zurich, Switzerland, with $2.2 billion in regulatory assets under management as of its Form ADV filed February 5, 2026. Its largest client group by assets is individuals, and it reports 522 individual clients. By Form ADV it is a wealth manager, ranked 705th of 8,915 wealth managers and 3,396th of 17,210 SEC-registered advisers by assets.
Main office +410434438383avalor.chLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.2B
- Rank among wealth managers
- #705 of 8,915
- Rank among all SEC RIAs
- #3,396 of 17,210
- Individual clients
- 522
- High-net-worth clients
- 0
- Accounts
- 522
- Discretionary
- 89% of AUM
- Employees
- 20
- Advisory staff
- 11
- Offices
- 1
Owners and executives on its Form ADV
- Amaury N. JordanFounder of Advisory Council
- Beat N. SchaedlerRelationshipmanager
- Patrick K. E. Von KossChief Executive Officer
- Martin C. SchwizerChairman
- Walter G. KnabenhansShareholder
- Anja N. RoemerRelationshipmanager
- Andrea-Reto N. MuellerRelationship Manager
- Carole N. Mueller-WildiRelationship Manager
- Dany N. LeutwylerChief Compliance Officer
- Gregor M. PerrotChief Investment Officer
- Catherine S. Puempin StainfieldMember of the Board of Directors
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 522 | $2.2B | 100% |
Disciplinary disclosures
Avalor Investment AG reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗avalor.ch ↗
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The full record on Avalor Investment AG
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 9 years of filings
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- Growth over one, three and five years
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- Rank against 1,774 peers of its type and size
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- Owners and executives, with titles and stakes
- 11 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Avalor Investment AG manage?
Avalor Investment AG reports $2.2 billion in regulatory assets under management across 522 accounts, 89% of it on a discretionary basis, on its Form ADV filed February 5, 2026.
What kind of firm is Avalor Investment AG?
Avalor Investment AG is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Avalor Investment AG’s clients?
By assets, its largest client types are individuals ($2.2 billion, 522 clients).
Does Avalor Investment AG have any disciplinary history?
Avalor Investment AG reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Avalor Investment AG’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-05), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →