Charles
Akre
Akre Capital Management, LLC
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About this Advisor
Charles Akre is a financial advisor based in Middleburg, Virginia, working with Akre Capital Management, LLC. Charles has previously held a position at Akre Capital Management, LLC. Charles has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, Charles 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
Services Offered
Fee Structure
Office Location
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Akre Capital Management, LLC Brokerage Details
$14,784,344,321
12
268
$55,165,464
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
Akre Capital Management, LLC
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 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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