Christopher
Cerrone

Akre Capital Management, LLC

CRD#5683885
Investment Advisor
in Middleburg, VA

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About this Advisor

Christopher Cerrone is a financial advisor operating in Middleburg, Virginia with 2 years of relevant experience. Cerrone is an advisor for Akre Capital Management, LLC. They have been employed by Akre Capital Management, Llc for the entirety of their career. Cerrone holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Virginia. Akre Capital Management, LLC is a financial advisory business operating out of Middleburg, VA. It has $14 billion in assets between its 293 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to six charitable organizations. Of its 293 customer accounts, 43% are associated with high-net-worth clients who have more than $1 million in assets. Akre Capital Management, LLC offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors depend on the services provided. However, fee types billed by Akre Capital Management, LLC may include some combination of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

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
Middleburg, VA 20117

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Akre Capital Management, LLC Brokerage Details

Total Assets Under Management

$13,714,741,365

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

12

VA Average: 32
Total Number of Accounts

293

VA Average: 1,458
Average Account Size

$46,807,991

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

Christopher Cerrone Work History

Christopher has been registered as a financial advisor for 2 years.*

2012 - Present (12 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 Christopher Cerrone 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

Richard Ramirez
Middleburg, VA
Christopher Cerrone
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 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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