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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-22-1988
- Office Locations
- 1
Office Locations
About Avenir Corporation
Avenir Corporation is a Washington, D.C.-area value-oriented investment manager serving individuals, families, and institutions via separate accounts. The firm follows a discount-to-intrinsic value, bottom-up approach focused on long-term free cash flow, building generally concentrated portfolios for total return across market caps and geographies. Founded in 1980 with family-office roots; custody includes Fidelity/NFS.
Reported data analysis
What the numbers show
Between May 14, 2025 and March 31, 2026, reported AUM decreased 15.4%, from $1.0B to $849.3M.
Across 5 reported observations, AUM decreased 36.3% between December 16, 2022 and March 31, 2026, from $1.3B to $849.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 157 clients, or 52.3 clients per representative. That equates to $5.4M in reported AUM per client.
The profile lists 1 reported office location and 38 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Avenir Corporation record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JAMES HARRIS ROONEY
President
- CRD
- #1684321
- Ownership
- 25% but less than 50%
KENNETH SUGGETT GEORGE II
Chief Compliance Officer
- CRD
- #4991412
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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James Stephens Emanuelson
--
- CRD
- #5803648
John C. Horlick
Client Service and Operations
- CRD
- --
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $849,280,840 | $1,904,217 |
| Non-Discretionary | $0 | -- |
| Total | $849,280,840 | $1,904,217 |
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Separately Managed Accounts
SMA allocation detail is available
Avenir Corporation has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Avenir Corporation's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.