Carolyn
Hylton

Akre Capital Management, LLC

CRD#4668812
Investment Advisor
in Middleburg, VA

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About this Advisor

Carolyn Hylton is a financial advisor based in Middleburg, Virginia, working with Akre Capital Management, LLC. Carolyn has previously held a position at Akre Capital Management and has passed the Series 65 regulatory exam. Carolyn is registered to provide services in Virginia. Currently, Carolyn is part of Akre Capital Management, LLC, which operates out of Middleburg, Virginia. The firm has 12 employees and manages assets totaling $14.8 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Akre Capital Management, LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

2 West Marshall Street Post Office Box 998
Middleburg, VA 20118

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Akre Capital Management, LLC Brokerage Details

Total Assets Under Management

$14,784,344,321

VA Average: $1,835,309,194
Total Number of Employees

12

VA Average: 32
Total Number of Accounts

268

VA Average: 1,458
Average Account Size

$55,165,464

VA Average: $1,258,785

Investment Advisory Services

  • 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

Carolyn Hylton Work History

2001 - Present (23 years)

Akre Capital Management

Disclosures

Please visit the SEC profile of Carolyn Hylton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Akre Capital Management, LLC

John Obannon
Middleburg, VA
Richard Ramirez
Middleburg, VA
Andrew Millette
Middleburg, VA
John Neff
Middleburg, VA
Stacy Ducellier
Middleburg, VA
Carolyn Hylton
Middleburg, VA
Charles Akre
Middleburg, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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