John H. Neff

AKRE CAPITAL MANAGEMENT

MIDDLEBURG, VA 20117

Some features on this profile are disabled

CRD#: 2491886

Professional summary

John Hallmark Neff JR, who also goes by John H (jr) Neff, is a registered financial advisor currently at AKRE CAPITAL MANAGEMENT, LLC located in Middleburg, Virginia.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. John has worked at 3 firms and has passed the Series 63, Series 87, Series 16 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John H (jr) Neff

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 John Hallmark Neff 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

April 8, 2021 - Present

AKRE CAPITAL MANAGEMENT, LLC

Office #1: 2 West Marshall Street, Middleburg, VA 20117

RIA

CRD#: 109242

MIDDLEBURG, VA

Past

November 11, 1999 - November 10, 2009

WILLIAM BLAIR

CRD#: 1252

CHICAGO, IL

Past

June 1, 1994 - August 9, 1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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".

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
(4/8/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/8/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 87

Date: 12/2/2004

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 16

Date: 8/4/2003

NYSE Supervisory Analyst Examination

General Industry/Product Exam

Series 7

Date: 10/19/1999

General Securities Representative Examination

Current Firm

AKRE CAPITAL MANAGEMENT, LLC

CRD#: 109242 / SEC#: 801-57156

RIA

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

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

SEC notice filing (13 States and Territories)

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 Accounts	245
AUM (Assets Under Management)	$ 14,378,542,313

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form 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.

Similar Advisors

Martin Wheeler

OSAIC WEALTH, INC.

IAR

Birmingham, AL

Jack Santini

J.P. MORGAN SECURITIES LLC

IAR

New York, NY

Robert Bittner

AMERIPRISE FINANCIAL SERVICES, LLC

MINNEAPOLIS, MN

We're Here To Help

Advisor Monitoring

Firm Stability Insights

John H. Neff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Hallmark Neff JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

WILLIAM BLAIR

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

AKRE CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/8/1999

Series 87

Date: 12/2/2004

Series 16

Date: 8/4/2003

Series 7

Date: 10/19/1999

Current Firm

AKRE CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AKRE CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors