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Kenneth George II

Advisor at Avenir Corporation

Updated today

Location

Alexandria, VA 22314

Credentials

CFA®, Series 65

Industry experience

20 years

About

Kenneth George is a CFA® charterholder and holds a Series 65 license with 20 years of industry experience. He has been with Avenir Corporation since 2005, working as part of a three-advisor team based in Alexandria, VA. Avenir Corporation provides discretionary investment management to a diverse client base, including individuals, families, trusts, pension plans, and pooled investment vehicles. The firm employs a bottom-up, core value investment approach focused on capital preservation and real returns, utilizing concentrated portfolios with an emphasis on detailed company analysis and direct engagement with management.

Client services

Based on Avenir Corporation

Portfolio management

Expertise

Based on Avenir Corporation

Concentrated stock management

Fee options

Other

Account minimum: $1,000,000 Minimum fee: $2,500 per quarter minimum fee (may be waived)

Location

277 South Washington Street, Suite 350

Alexandria, VA 22314

Most active in

Virginia

Work history

Avenir Corporation

2005 - Present (21 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Wealth management Active portfolio management Business sale tax planning Founder/Business Owner Executive
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Monte H

Series 65

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Monte Hoover is the sole advisor at Rockbound Capital LLC in Washington, DC. He holds a Series 65 credential and has been with the firm since 2025. Hoover is a self-directed PhD student and research assistant at the University of Maryland, focusing on generative AI safety and efficiency. Prior to his advisory role, he worked at Microsoft and has experience in technology and research. Rockbound Capital provides discretionary portfolio management services to individuals and high net worth clients, utilizing model portfolios based on asset allocation and Modern Portfolio Theory. The firm emphasizes the use of a single qualified custodian and operates with distinctive practices, including limited custody and no participation in wrap fee programs.

Wealth management Passive / index investing Real estate investing
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Harry G

CFP®, Series 63, Series 65

Alexandria, VA

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Harry Gaskin is a CFP® with 18 years of industry experience and the sole advisor at G, G, & M Financial Goals in Alexandria, VA. He has been operating as an independent financial advisor since 1998. G, G, & M Financial Goals provides comprehensive financial planning and investment advisory services primarily to high-net-worth individuals and small business retirement plans. The firm focuses on non-discretionary investment management, using fundamental and technical analysis to select securities aligned with clients’ objectives.

Cash flow / budgeting Income planning College savings (529s, UTMA, etc.) Retired
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Garo P

Series 66

Alexandria, VA

Potomac Wealth Strategies, LLC

Garo Partoyan is a financial advisor at Potomac Wealth Strategies, LLC with 23 years of industry experience. He has been with Potomac Wealth Strategies since 2009 and holds a Series 66 designation. Potomac Wealth Strategies provides investment supervisory services, financial planning, and referrals to third-party money managers for individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate/business clients. The firm operates on a non-discretionary basis and uses fundamental analysis alongside a combination of long- and short-term strategies to guide portfolio management.

Wealth management Annuities
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David H

CFA®, Series 65

Annandale, VA

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Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing
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