Trustee · Akre Capital Management, LLC
Alexis A. Akre
CRD 8083876 · Named on Form ADV at one SEC-registered adviser
At a glance
Akre Capital Management, LLC, an SEC-registered asset manager based in Middleburg, VA with $11.8 billion in regulatory assets, lists Alexis A. Akre on its Form ADV as Trustee.
Firms and roles
- Akre Capital Management, LLCTrusteeAsset manager · Middleburg, VA · $12B in regulatory assets
AtlasMembers
Alexis’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Charles T. AkreTrustee and Managing Member, Akre Capital Management, LLC
- John H. NeffTrustee, CEO, CIO, Akre Capital Management, LLC
- Andrew P. MilletteTrustee, Akre Capital Management, LLC
- Geoffrey L. TicknerMember, Akre Capital Management, LLC
- Quinn M MorrisChief Compliance Officer, Akre Capital Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alexis’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.