AKRE CAPITAL MANAGEMENT, LLC

2 West Marshall Street
Middleburg, Virginia 20117
Tel: 540-687-8923

About AKRE CAPITAL MANAGEMENT, LLC

AKRE CAPITAL MANAGEMENT, LLC, formally registered with the SEC as AKRE CAPITAL MANAGEMENT, LLC. The firm was established in 01/12/2000. They have over 1 offices throughout the country.

AKRE CAPITAL MANAGEMENT, LLC is a Middleburg, Virginia based Financial Planning firm with nearly $14,784,344,321 assets under management, offering retirement planning & investment advisory services to 268 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109242
SEC#	801-57156
Assets Managed by Firm	$14,784,344,321
No. of Clients	268
No. of Advisors	12

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	268	$14,784,344,321
Individuals (other than high net worth individuals)	126	$49,652,143
High net worth individuals	114	$269,176,706
Pension and profit sharing plans	2	$1,399,304
Charitable organizations	6	$14,933,048
Corporations or other businesses	16	$397,923,283

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