Data / Investment advisers / Virginia / Akre Capital Management, LLC
Akre Capital Management, LLC, Middleburg, VA: $11.8 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Akre Capital Management, LLC is an SEC registered investment adviser with its main office in Middleburg, Virginia and reports $11.8 billion in regulatory assets under management in its Form ADV filed June 4, 2026. Its clients include investment companies, pooled investment vehicles and corporations and other businesses. It is paid through a percentage of assets under management and performance based fees. It advises 3 private funds.
The request: Watch Akre Capital Management, LLC (CRD number 109242): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 109242
- SEC file number
- 801-57156
- SEC status
- Approved, effective January 12, 2000
- Main office
- 2 West Marshall Street, Middleburg, VA 20117
- Phone
- (540) 687-8923
- Website
- akrecapital.com
- Regulatory AUM
- $11,821,915,481 in the Form ADV filed June 4, 2026
- Discretionary AUM
- $11,821,915,481
- Accounts
- 218
- Employees
- 12, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 3: 3 hedge funds
- Gross assets of private funds
- $2,468,150,111
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 4, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $9.85 billion |
| Pooled investment vehicles | 3 | $1.25 billion |
| Corporations or other businesses | 15 | $427.7 million |
| High net worth individuals | 89 | $233.4 million |
| Individuals (other than high net worth individuals) | 105 | $38.3 million |
| Charitable organizations | 6 | $18.3 million |
| Pension and profit sharing plans | 1 | $1.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $11.82 billion | March 31, 2026 |
| December 1, 2025 | $14.38 billion | April 28, 2025 |
Other advisers in Virginia
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Davenport & Company LLC | Richmond | $24.70 billion | 3 | adviserinfo.sec.gov |
| Thompson Siegel & Walmsley LLC | Richmond | $21.15 billion | 4 | adviserinfo.sec.gov |
| Mason Investment Advisory Services Inc | Reston | $15.67 billion | Not listed | adviserinfo.sec.gov |
| The London Company of Virginia | Richmond | $14.89 billion | Not listed | adviserinfo.sec.gov |
| Columbia Capital | Alexandria | $13.84 billion | 30 | adviserinfo.sec.gov |
| Cary Street Partners | Richmond | $10.25 billion | Not listed | adviserinfo.sec.gov |
| Agincourt Capital Management, LLC | Richmond | $9.95 billion | Not listed | adviserinfo.sec.gov |
| Spider Management Company, LLC | Richmond | $8.11 billion | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Virginia
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving investment companies
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Akre Capital Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.