2 West Marshall Street
Middleburg, Virginia 20117
Tel: 540-687-8923
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 109242 |
SEC# | 801-57156 |
Assets Managed by Firm | $13,714,741,365 |
No. of Clients | 293 |
No. of Advisors | 12 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 293 | $13,714,741,365 |
Individuals (other than high net worth individuals) | 134 | $40,430,544 |
High net worth individuals | 126 | $231,162,070 |
Pension and profit sharing plans | 2 | $3,164,017 |
Charitable organizations | 6 | $13,281,691 |
Corporations or other businesses | 21 | $420,932,790 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$63,288,614,312 | 87 | 198 | |
$38,906,541,054 | 402 | 181 | |
$30,621,255,853 | 50 | 42 | |
$24,901,888,467 | 75 | 105 | |
$17,550,000,000 | 4952 | 67 |
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