Akre Capital Management, LLC

Akre Capital Management, LLC (CRD# 109242) is a financial advisory firm headquartered in Middleburg, VA. They manage $4,814,832,329 in 239 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,815
    MILLION
  • Total Number of Accounts
    239
    ACCOUNTS
  • Average Account Value
    $20,145,742
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, FL, MD, NY, VA

Financial Advisors at Akre Capital Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Stacy S. Ducellier
CRD#: 5004376
2 West Marshall St, Middleburg, VA 20118
93
Wealthminder
score

Stacy Ducellier (CRD# 5004376) is an Investment Advisor Representative working at Akre Capital Management, LLC in Middleburg, VA and has over 9 years of experience in the finance industry.

2
Carolyn S. Hylton
CRD#: 4668812
2 West Washington Street, Post Office Box 998, Middleburg, VA 20118
93
Wealthminder
score

Carolyn Hylton (CRD# 4668812) is an Investment Advisor Representative working at Akre Capital Management, LLC in Middleburg, VA and has over 12 years of experience in the finance industry.

3
Charles T. Akre
CRD#: 2211
2 West Washington Street, Po Box 998, Middleburg, VA 20118
83
Wealthminder
score

Charles Akre (CRD# 2211) is an Investment Advisor Representative working at Akre Capital Management, LLC in Middleburg, VA and has over 22 years of experience in the finance industry.

4
Richard D. Ramirez
CRD#: 5074328
210 East Federal Street, Middleburg, VA 20117
73
Wealthminder
score

Richard Ramirez (CRD# 5074328) is an Investment Advisor Representative working at Akre Capital Management, LLC in Middleburg, VA and has over 10 years of experience in the finance industry.

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