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Andrew Craig Schaefer

AKRE CAPITAL MANAGEMENT, LLC·MIDDLEBURG, Virginia
Unclaimed Profile
2 WEST MARSHALL STREET, MIDDLEBURG, VA 20117CRD# 1133311Firm CRD# 109242
01

About

Andrew Craig Schaefer is a registered financial advisor based in MIDDLEBURG, Virginia, affiliated with AKRE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
AKRE CAPITAL MANAGEMENT, LLC
AKRE CAPITAL MANAGEMENT, LLC
AUM
$14.8B
Regulatory assets under management
Employees
12
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1133311
Firm CRD# 109242
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrew Craig Schaefer offer?
Andrew Craig Schaefer specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MIDDLEBURG, Virginia for a consultation.
What are Andrew Craig Schaefer's credentials?
Andrew Craig Schaefer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Craig Schaefer located?
Andrew Craig Schaefer is based in MIDDLEBURG, Virginia, working with AKRE CAPITAL MANAGEMENT, LLC. Their office serves clients in the MIDDLEBURG metropolitan area and surrounding communities.
How does Andrew Craig Schaefer charge for services?
Andrew Craig Schaefer's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AKRE CAPITAL MANAGEMENT, LLC?
AKRE CAPITAL MANAGEMENT, LLC has approximately 12 employees and manages $14.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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