Unclaimed Profile

John Hallmark Neff

AKRE CAPITAL MANAGEMENT, LLC·MIDDLEBURG, Virginia

Series 7, Series 16, Series 63, Series 87Clean record5 years registeredAKRE CAPITAL MANAGEMENT, LLC

2 WEST MARSHALL STREET, MIDDLEBURG, VA 20117CRD# 2491886Firm CRD# 109242

Profile Verification

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

Identity

John Hallmark Neff · MIDDLEBURG, VA

Registration

CRD #2491886 · AKRE CAPITAL MANAGEMENT, LLC · 5 years registered

Brand Profile

Not yet started

Career History

AKRE CAPITAL MANAGEMENT, LLC

Apr 2021 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 16

Series 63

Series 87

Registration record

First registered · April 8, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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

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Frequently Asked Questions

What services does John Hallmark Neff offer?

John Hallmark Neff specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MIDDLEBURG, Virginia for a consultation.

What are John Hallmark Neff's credentials?

John Hallmark Neff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Hallmark Neff located?

John Hallmark Neff 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 John Hallmark Neff charge for services?

John Hallmark Neff'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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