Akre Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Middleburg, VA. Its latest Form ADV filing, dated March 31, 2026, reports $11.8B in regulatory assets under management, 12 employees, and 218 accounts.
Assets Under Management
$11.8B
Employees
12
Offices
--
Total Clients
220
Primary office
MIDDLEBURG, VA
2 WEST MARSHALL STREET, MIDDLEBURG, VA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 47.7% of total clients.
Top client categories% of clientsClients
1
Individuals
47.7%
105
2
HNWI
40.5%
89
3
Corporations
6.8%
15
4
Charitable
2.7%
6
5
Pooled Investment Vehicles
1.4%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$11.8Bas of March 31, 2026
Discretionary100.0%
$11.8B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$11.8B
Total Accounts218
10Y AUM Change+$5.5B (+87.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee18:1
10Y Employee Change-1 (-7.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.