Richard Devon Ramirez
Professional Summary
Richard Devon Ramirez, who also goes by Devon Ramirez, is a registered financial advisor currently at AKRE CAPITAL MANAGEMENT, LLC located in Middleburg, Virginia and FORESIDE FUND SERVICES, LLC located in Middleburg, Virginia. Richard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Richard has worked at 8 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Devon Ramirez
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STATE FARM INVESTMENT MANAGEMENT CORP.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
DAKOTA WEALTH, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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DAKOTA WEALTH, LLC
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Years of Experience
20 years in the financial services industry
Current & Past Employments
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DAKOTA WEALTH, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
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Current Firm
AKRE CAPITAL MANAGEMENT, LLC
Contact Information
Main Address
2 West Marshall Street, Middleburg, VA 20117Mailing Address
Po Box 998, Middleburg, VA 20118-0998Phone Number
(540) 687-8923# of Employees
12SEC notice filing (13 States and Territories)
Registered to provide investment advisory services in 13 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
218AUM (Assets Under Management)
$11,821,915,481Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/15/2026 | Cover Page | Report |
| 09/10/2025 | Cover Page | Report |
| 09/12/2024 | Cover Page | Report |
| 12/20/2023 | Cover Page | Report |
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DAKOTA WEALTH, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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DAKOTA WEALTH, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ALIGN FINANCIAL SOLUTIONS
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Primary Firm SEC Registration
AKRE CAPITAL MANAGEMENT, LLC
State Registrations and Notice Filings
(12/10/2014)
(12/22/2014)
(12/11/2014)
(11/26/2014)
(11/21/2014)
(11/24/2014)
(11/24/2014)
(11/25/2014)
(11/20/2013)
(12/2/2014)
(2/28/2014)
(11/25/2014)
(11/25/2014)
(12/9/2014)
(11/21/2014)
(11/24/2014)
(12/2/2014)
(11/25/2014)
(12/2/2014)
(12/8/2014)
(11/24/2014)
(11/25/2014)
(9/27/2013)
(11/21/2014)
(12/2/2014)
(11/25/2014)
(11/26/2014)
(12/11/2014)
(11/24/2014)
(11/26/2014)
(11/24/2014)
(12/9/2014)
(12/1/2014)
(11/28/2014)
(12/1/2014)
(11/26/2014)
(12/1/2014)
(11/25/2014)
(11/24/2014)
(11/24/2014)
(11/24/2014)
(11/25/2014)
(11/24/2014)
(11/21/2014)
(12/15/2014)
(11/26/2014)
(11/26/2014)
(11/26/2014)
(11/24/2014)
(11/24/2014)
(12/12/2014)
(9/25/2013)
(11/24/2014)
(12/5/2014)
(11/25/2014)
(11/25/2014)
(11/21/2014)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Richard Devon Ramirez's CRS (Customer Relationship Summary).
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