Avenir Corporation

Overview

Avenir Corporation is an SEC registered investment adviser based in Alexandria, VA, registered since 1988. It reports $849M in assets under management across 446 accounts, with 6 employees. It has 3 investment adviser representatives.

Reported AUM

$849M

Discretionary

100%

Accounts

446

Average account

$1.9M

Employees

6

Advisory reps

3

Registered since

1988

Jurisdictions

15

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 4

• James Harris Rooney President CRD 1684321
• Carmen Luna Gonzalez Managing Director CRD 2523922
• Charles Green Mackall Chairman, Trustee CRD 1860733

1 more executive officer, with direct contact details

Advisory reps 3 of 3

• James Stephens Emanuelson Investment Adviser Rep CRD 5803648
• Kenneth Suggett George II Investment Adviser Rep CRD 4991412
• James Harris Rooney Investment Adviser Rep CRD 1684321

Location

Headquarters

277 S Washington St Ste 350
Alexandria, VA 22314

County

Alexandria City

Metro area

Washington-Arlington-Alexandria, DC-VA-MD-WV

Region

South

Registrations

• SEC registered
• Registered in 15 jurisdictions
• Website: avenircorp.com

Every state, with registration dates

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