Avenir Corporation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$769,390,877
Clients
140
Advisors
3
of 6 employees
About
Avenir provides discretionary investment management to individuals, trusts, foundations, pension and profit‑sharing plans, and private funds, and it serves certain clients through wrap‑fee program arrangements. The firm manages separate accounts and pooled investment vehicles and sets account‑level guidelines such as a stated minimum investment requirement.
Its investment approach is a bottom‑up, core value strategy emphasizing capital preservation, real returns and a margin of safety, implemented through relatively concentrated portfolios of securities purchased at perceived discounts. The firm conducts in‑depth fundamental analysis, engages senior management of issuers, and will consider a range of instruments (including convertibles and distressed debt) to achieve equity‑like returns.
Avenir reports approximately $849 million in discretionary assets while operating with a compact advisory team (three advisors), a configuration that results in materially higher assets per advisor than is typical among similar team firms. The brochure also notes the firm’s origins as a family office, includes third‑party credentialing material (a CFA Institute statement), and discloses participation in wrap programs and pooled vehicles while not describing financial planning as a service.
Client services
Expertise
Fee options
Account minimum: $1,000,000 Minimum fee: $2,500 per quarter minimum fee (may be waived)
Main office
277 South Washington Street, Suite 350
Alexandria VA 22314
Advisors at this office
3
Most active in
California · District of Columbia · Florida · Louisiana · Maryland · Massachusetts · Missouri · New Hampshire · New Jersey · New York · North Carolina · Oklahoma · Pennsylvania · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
James R
CFA®, Series 63, Series 65
Alexandria, VA
Avenir Corporation
James Rooney is a CFA charterholder with 20 years of industry experience. He has been with Avenir Corporation since 1998. Avenir Corporation provides discretionary investment management to a diverse client base, including individuals, families, trusts, pension plans, foundations, and pooled investment vehicles. The firm employs a bottom-up, core value investment strategy focused on capital preservation and real returns, utilizing detailed company analysis and direct engagement with management across various security types.
Kenneth G
CFA®, Series 65
Alexandria, VA
Avenir Corporation
Kenneth George II is a CFA® charterholder with 21 years of industry experience. He has been with Avenir Corporation since 2005. Avenir Corporation provides discretionary investment management to individuals, trusts, foundations, pension and profit-sharing plans, and private funds. The firm employs a bottom-up, core value strategy focused on capital preservation and real returns, utilizing concentrated portfolios and fundamental analysis.
James E
CFA®, Series 63, Series 65, Series 66
Alexandria, VA
Avenir Corporation
James Emanuelson is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Avenir Corporation, where he has worked since 2021. His prior experience includes roles at Bank of America, Merrill, Davidson Park Capital, and Houlihan Lokey Capital. Avenir Corporation provides discretionary investment management to individuals, trusts, foundations, pension and profit-sharing plans, and private funds. The firm follows a bottom-up, core value investment strategy focused on capital preservation, real returns, and a margin of safety, managing concentrated portfolios that often include convertibles and distressed debt.
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