# Avenir Corporation
Source: https://planprovider.pro/provider/avenir-corporation

> Discount-to-intrinsic-value investing is the anchor of Avenir Corporation’s work, drawing on the long-term, margin-of-safety approach associated with Benjami…

Retirement Plan Advisor

## About Avenir Corporation

<p>Discount-to-intrinsic-value investing is the anchor of Avenir Corporation’s work, drawing on the long-term, margin-of-safety approach associated with Benjamin Graham, Warren Buffett, and Charlie Munger.</p>

<p>Founded in 1980, Avenir is a registered investment advisor based in Washington, D.C., with an additional office in Alexandria, serving the greater Washington metro area. The firm manages money for individuals, families, and institutions, including limited partnerships, foundations, pensions, and endowments.</p>

<p>Avenir’s investment process centers on bottom-up research and long holding periods. Portfolios are typically concentrated and built for total return, with an emphasis on capital preservation across market capitalizations and geographies. As of 2026, the firm reports $0.9B in assets under management.</p>

<p>For retirement plan sponsors, Avenir also acts as a 3(38) investment manager as part of its work with <a href="/retirement-plans">retirement plan providers</a>. A practical differentiator is the firm’s single, value-first discipline applied consistently across client types and mandates.</p>

<ul>
<li>Registered investment advisor (RIA) founded in 1980</li>
<li>Offices in Washington, D.C. and Alexandria, VA</li>
<li>Value-oriented, intrinsic-value research with a margin-of-safety focus</li>
<li>Concentrated, long-term portfolios built for total return</li>
<li>3(38) investment management for plan fiduciaries</li>
</ul>

Website: [http://www.avenircorp.com/](http://www.avenircorp.com/)

## Services Offered

- 3(38) Investment Manager

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $921.7M

## Team Members

- **John Horlick**, Client Service and Operations

- **Mary Wong-Small**, Office Manager

- **James Rooney**, Principal Manager

- **Charles Mackall**, Chairman

- **Kenneth George**, Analyst, Chief Compliance Officer

- **Carmen Gonzalez**, Client Relationship Manager

- **James Emanuelson**, CFA

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