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AKRE CAPITAL MANAGEMENT, LLC

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

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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 StatusApproved
Firm CRD#109242
SEC#801-57156
Assets Managed by Firm$14,784,344,321
No. of Clients268
No. of Advisors12

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 ClientsAUM
Firm Total268$14,784,344,321
Individuals (other than high net worth individuals)126$49,652,143
High net worth individuals114$269,176,706
Pension and profit sharing plans2$1,399,304
Charitable organizations6$14,933,048
Corporations or other businesses16$397,923,283

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STRATEGIC INVESTMENT MANAGEMENT, LLC
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VEST FINANCIAL LLC
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THOMPSON SIEGEL & WALMSLEY LLC
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$20,812,400,000477568

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