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CA

Charles T. Akre

AKRE CAPITAL MANAGEMENT
MIDDLEBURG, VA 20118-0998
Some features on this profile are disabled
CRD#: 2211
CA

Professional summary

Charles Thomas Akre JR, who also goes by Charles Thomas Akre, is a registered financial advisor currently at AKRE CAPITAL MANAGEMENT, LLC located in Middleburg, Virginia.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1968. Charles has worked at 4 firms and has passed the Series 65, Series 63, Series 7, PC, Series 1, Series 4 and Series 40 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Charles Thomas Akre

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Thomas Akre JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 24, 2001 - Present

AKRE CAPITAL MANAGEMENT, LLC

Office #1: 2 West Marshall Street Po Box 998, Middleburg, VA 20118-0998
RIA
CRD#: 109242
MIDDLEBURG, VA
Past

December 24, 1998 - April 4, 2000

FBR INVESTMENT SERVICES, INC.

BD
CRD#: 43442
ARLINGTON, VA
Past

February 2, 1994 - October 21, 1998

B. RILEY SECURITIES, INC.

BD
CRD#: 25027
LOS ANGELES, CA
Past

August 8, 1968 - September 6, 1989

JOHNSTON, LEMON & CO. INCORPORATED

BD
CRD#: 473
WASHINGTON, DC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
AKRE CAPITAL MANAGEMENT, LLC
AKRE CAPITAL MANAGEMENT, LLC

CRD#: 109242 / SEC#: 801-57156

RIA
Registered Investment Advisory firm - (1/12/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Virginia
(5/24/2001)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/7/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/7/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 2/1/1994
General Securities Representative Examination
General Industry/Product Exam
RR
PC
Date: 11/30/1980
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 8/7/1958
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 11/3/1980
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 40
Date: 11/25/1975
Registered Principal Examination

Current Firm

AC
AKRE CAPITAL MANAGEMENT, LLC
AKRE CAPITAL MANAGEMENT, LLC

CRD#: 109242 / SEC#: 801-57156

RIA
Registered Investment Advisory firm - (1/12/2000 Approved)
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Contact information

Main Address
2 West Marshall Street, Middleburg, VA 20117
Mailing Address
Po Box 998, Middleburg, VA 20118-0998
Phone number
(540) 687-8923
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AKRE CAPITAL MANAGEMENT, LLC - ADV PART 2 (3/28/2025)

Regulatory assets under management

Total Number of Accounts245
AUM (Assets Under Management)$ 14,378,542,313

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/10/2025
Cover Page
Report
09/12/2024
Cover Page
Report
12/20/2023
Cover Page
Report
12/13/2022
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AKRE CAPITAL MANAGEMENT, LLC

CRD#: 109242Middleburg, VA 20118-0998

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