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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 $13,714,741,365 assets under management, offering retirement planning & investment advisory services to 293 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$13,714,741,365
No. of Clients293
No. of Advisors12

Fee Structure

  • A Percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total293$13,714,741,365
Individuals (other than high net worth individuals)134$40,430,544
High net worth individuals126$231,162,070
Pension and profit sharing plans2$3,164,017
Charitable organizations6$13,281,691
Corporations or other businesses21$420,932,790

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