Avenir Corporation
- Regulatory AUM
- $849M
- Discretionary
- $849M
- Clients
- 157
- Avg AUM / client
- $5.4M
- Accounts
- 446
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 49 | $43.9M | 5.17% |
| High net worth individuals | 91 | $726M | 85.4% |
| Pooled investment vehicles (non-investment companies) | 4 | $42.8M | 5.04% |
| Pension and profit sharing plans | 2 | $5.8M | 0.68% |
| Charitable organizations | 6 | $10.1M | 1.19% |
| Corporations and other businesses | 5 | $21.2M | 2.5% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Miller & Chevalier, Chartered Cash Or Deferred Profit Sharing Plan Miller & Chevalier, Chartered | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mackall, Charles, Green | Chairman And Trustee | Jan 2000 (27y) | Less than 5% | |
| James Harris Rooney | President | CFA | Jun 2005 (21y) | 25% – 50% |
| Kenneth Suggett George | Chief Compliance Officer | CFA | Dec 2005 (21y) | 10% – 25% |
| Gonzalez, Carmen, Luna | Managing Director | Mar 2016 (10y) | 10% – 25% | |
| James Stephens Emanuelson | Registered representative | CFA | Dec 2022 (4y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Cgm 2006 Trust | Shareholder | Nov 2018 | A | 25% – 50% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Miller & Chevalier, Chartered Cash Or Deferred Profit Sharing Plan | Miller & Chevalier, Chartered | 91 | $173M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 904 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Fidelity Brokerage Services $755M (89% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗