Akre Capital Management, LLC
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Overview
Akre Capital Management, LLC is a financial advisor company that has its headquarters in Middleburg, Virginia. The firm controls $13.7 billion in assets over 293 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management (AUM). The firm has a small group, including 5 financial advisors. Akre Capital Management, LLC does not act as a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer company to do so. Securities are tradable financial investments like bonds, options and equities.
Akre Capital Management, LLC oversees all of its client assets on a discretionary basis. Discretionary management signifies that buy and sell choices for the client's account are made by an investment advisor without needing client consent. The firm supervises about $46.8 million for each client account. The typical financial advisor at Akre Capital Management, LLC administers around 59 client accounts, making it about average in terms of personalization.
Akre Capital Management, LLC's headquarters is at 2 West Marshall Street, Middleburg, Virginia 20117. It is legally allowed to provide services to clients throughout 13 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Akre Capital Management, LLC by the Numbers
$13.7 billion
12
293
$46.8 million
Fee Structure
A financial advisor's fees typically depend on which services the firm provides the client. Fee types billed by the firm can consist of the following fee structures: asset-based or performance-based. The company does not participate in a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Akre Capital Management, LLC works with a number of different investors. Akre Capital Management, LLC caters to retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations and corporations. Out of its 293 clients, Akre Capital Management, LLC's largest client type is retail investors, though it also manages money for 126 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of its clients are non-U.S. persons.
- High-Net-Worth Individuals* - 43%
- Other Individuals - 45.73%
- Corporations - 9.22%
- Charitable Organizations - 2.05%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Akre Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Akre Capital Management, LLC
Middleburg, VA
Middleburg, VA
Middleburg, VA
Middleburg, VA
Middleburg, VA
Middleburg, VA
Middleburg, VA
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