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Carolyn S. Hylton

AKRE CAPITAL MANAGEMENT
MIDDLEBURG, VA 20118
Some features on this profile are disabled
CRD#: 4668812
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Professional summary


Carolyn Stuart Hylton, who also goes by Carolyn Stuart Anthony, Carolyn Stuart Hanson, is a registered financial advisor currently at AKRE CAPITAL MANAGEMENT, LLC located in Middleburg, Virginia.

Carolyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Carolyn has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Carolyn Stuart Anthony | Carolyn Stuart Hanson

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 Carolyn Stuart Hylton'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

January 8, 2004 - Present

AKRE CAPITAL MANAGEMENT, LLC

Office #1: 2 West Marshall Street Post Office Box 998, Middleburg, VA 20118
RIA
CRD#: 109242
MIDDLEBURG, VA

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
(1/8/2004)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/7/2004
Uniform Investment Adviser Law 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)


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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
09/12/2024
12/20/2023
12/13/2022

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

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