Charles
Akre
Akre Capital Management, LLC
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About this Advisor
Charles Akre is a financial advisor based out of Middleburg, Virginia who has 22 years of industry experience. Akre is an employee of Akre Capital Management, LLC. They have been employed by Akre Capital Management, Llc for their total career. Akre holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Virginia. Akre Capital Management, LLC is a financial advisory firm that has its headquarters in Middleburg, VA. It oversees $14 billion in total assets across its 293 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves six charities and foundations. Of its 293 accounts, 43% are held by high-net-worth clients who have more than $1 million in assets. The business provides a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fees are based on which services are offered. Fees billed by Akre Capital Management, LLC likely include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Akre Capital Management, LLC Brokerage Details
$13,714,741,365
12
293
$46,807,991
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
Charles Akre Work History
Charles has been registered as a financial advisor for 22 years.*
Akre Capital Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Charles Akre 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
Middleburg, VA
Middleburg, VA
Middleburg, VA
Middleburg, VA
Middleburg, VA
Middleburg, VA
Middleburg, VA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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