AVENIR CORPORATION

CRD 110545File 801-32509

APPROVED

Retail clients

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$849.3M

Above cohort median (national)

Discretionary AUM

$849.3M

Clients

157

446 accounts

Employees

Above cohort median in VA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Jul 22, 1988
Principal office: 277 SOUTH WASHINGTON STREET, SUITE 350, ALEXANDRIA, VA, 22314
Phone: (202) 659-4427
Website: HTTP://WWW.AVENIRCORP.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $849.3M
Discretionary AUM: $849.3M
Non-discretionary AUM: $0
Discretionary accounts: 446
Non-discretionary accounts: 0
Total accounts: 446
AUM per client: $5.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$21.2M
Charitable organizations	6	$10.1M
High net worth individuals	91	$725.5M
Pooled investment vehicles	4	$42.8M
Pension and profit sharing plans	2	$5.8M
Individuals (other than high net worth individuals)	49	$43.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.