Asset manager · Middleburg, VA
Akre Capital Management, LLC
SEC-registered investment adviser · CRD 109242 · SEC 801-57156
At a glance
Akre Capital Management, LLC is an SEC-registered investment adviser based in Middleburg, Virginia, with $11.8 billion in regulatory assets under management as of its Form ADV filed June 4, 2026. Its largest client group by assets is investment companies, and it reports 194 individual clients. By Form ADV it is a asset manager, ranked 476th of 3,218 asset managers and 1,222nd of 17,210 SEC-registered advisers by assets.
Main office 540-687-8923akrecapital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $12B
- Rank among asset managers
- #476 of 3,218
- Rank among all SEC RIAs
- #1,222 of 17,210
- Rank in Virginia
- #11 of 300
- Individual clients
- 194
- High-net-worth clients
- 89
- Accounts
- 218
- Discretionary
- 100% of AUM
- Employees
- 12
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Charles T. AkreTrustee and Managing Member
- John H. NeffTrustee, CEO, CIO
- Andrew P. MilletteTrustee
- Geoffrey L. TicknerMember
- Quinn M MorrisChief Compliance Officer
- Alexis A. AkreTrustee
Custody and brokerage
Broker-dealer
Hybrid RIA
Akre Capital Management, LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 1 | $9.9B | 83% |
| Pooled investment vehicles | 3 | $1.3B | 11% |
| Corporations or other businesses | 15 | $428M | 4% |
| High-net-worth individuals | 89 | $233M | 2% |
| Individuals | 105 | $38M | <1% |
| Charitable organizations | 6 | $18M | <1% |
| Pension and profit sharing plans | 1 | $1M | <1% |
Private funds
Akre Capital Management, LLC reports 3 private funds with $2.5B in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Akre Capital Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗akrecapital.com ↗
AtlasMembers
The full record on Akre Capital Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
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- Rank against 513 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Akre Capital Management, LLC manage?
Akre Capital Management, LLC reports $11.8 billion in regulatory assets under management across 218 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 4, 2026.
What kind of firm is Akre Capital Management, LLC?
Akre Capital Management, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Akre Capital Management, LLC’s clients?
By assets, its largest client types are investment companies ($9.9 billion, 1 clients); pooled investment vehicles ($1.3 billion, 3 clients); corporations or other businesses ($428 million, 15 clients).
Does Akre Capital Management, LLC manage private funds?
Yes. It reports 3 private funds with $2.5 billion in gross assets, including hedge funds.
Does Akre Capital Management, LLC have any disciplinary history?
Akre Capital Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Akre Capital Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-04), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →