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AKRE CAPITAL MANAGEMENT, LLC
CRD 109242File 801-57156
APPROVED
Retail clients
Custody
Filing as of Jun 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$11.82B
Top 10% of cohort (national)
Discretionary AUM
$11.82B
Clients
220
218 accounts
Employees
12
Top 10% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 12, 2000
- Principal office
- 2 WEST MARSHALL STREET, MIDDLEBURG, VA, 20117
- Phone
- 540-687-8923
- Website
- HTTP://WWW.AKRECAPITAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $11.82B
- Discretionary AUM
- $11.82B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 218
- Non-discretionary accounts
- 0
- Total accounts
- 218
- AUM per client
- $53.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $427.7M |
| Investment companies | 1 | $9.85B |
| Charitable organizations | 6 | $18.3M |
| High net worth individuals | 89 | $233.4M |
| Pooled investment vehicles | 3 | $1.25B |
| Pension and profit sharing plans | Fewer than 5 | $1.3M |
| Individuals (other than high net worth individuals) | 105 | $38.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.