AVENIR CORPORATION
Firm details
- Headquarters
- ALEXANDRIA, Virginia
- CRD number
- 110545
- Registered since
- July 22, 1988
- Website
- www.avenircorp.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.43%
- Individuals5.17%
- Pooled Investment Vehicles5.04%
- Corporations / Businesses2.5%
- Charitable Organizations1.19%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Avenir Corporation is an independent registered investment adviser organized as a corporation and operating since the late 1980s. The firm reports a mix of domestic-entity and individual ownership and identifies itself as a capital allocator that manages assets for both high-net-worth individuals and institutional clients. Its advisory model is fee-based on a percentage of assets under management and covers discretionary portfolio management for individuals and small businesses, pooled investment vehicles, and portfolios for businesses or institutions. Avenir does not identify as an active ESG investor and is not structured as a multistate or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities96%
- Cash & Cash Equivalents4%
Contacts
3 of 5CHARLES MACKALL
ChairmanCRD 1860733
CARMEN GONZALEZ
Client Relationship ManagerCRD 2523922
JAMES ROONEY
Managed Client PortfoliosCRD 1684321
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$2.1M in ETFs
100%
$2.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $1.2M | 1,930 | 55.91% |
Location
ALEXANDRIA, VA
ALEXANDRIA CITY
Location
ALEXANDRIA, VA
Headquartered in ALEXANDRIA, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- ALEXANDRIA CITY
- Address
- 277 S Washington St
- Time zone
- ET (UTC-5)
- Office locations
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