Unclaimed Profile

Charles Thomas Akre

AKRE CAPITAL MANAGEMENT, LLC·MIDDLEBURG, Virginia

Series 1, Series 4, Series 7, Series 40, Series 63, Series 6525 years registeredAKRE CAPITAL MANAGEMENT, LLC

2 WEST MARSHALL STREET, MIDDLEBURG, VA 20117CRD# 2211Firm CRD# 109242

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Thomas Akre · MIDDLEBURG, VA

Registration

CRD #2211 · AKRE CAPITAL MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

AKRE CAPITAL MANAGEMENT, LLC

May 2001 – present

Registrations & Exams

FINRA examinations passed

Series 1

Series 4

Series 7

Series 40

Series 63

Series 65

Registration record

First registered · May 24, 2001

Years registered · 25

Disclosure History

1994Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

AKRE CAPITAL MANAGEMENT, LLC

CRD 109242 · SEC 801-57156

AUM

$14.8B

Regulatory assets under management

Employees

268 client accounts

Services offered by AKRE CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at AKRE CAPITAL MANAGEMENT, LLC →

Introduction

Speak with Charles

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Charles is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MIDDLEBURG?

Browse all registered financial advisors in MIDDLEBURG, Virginia or claim this profile if it's yours.

Browse MIDDLEBURG Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Charles Thomas Akre offer?

Charles Thomas Akre specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MIDDLEBURG, Virginia for a consultation.

What are Charles Thomas Akre's credentials?

Charles Thomas Akre is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Thomas Akre located?

Charles Thomas Akre 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 Charles Thomas Akre charge for services?

Charles Thomas Akre'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →