Richard D. Ramirez

AKRE CAPITAL MANAGEMENT

Middleburg, VA 20117

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CRD#: 5074328

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Devon Ramirez

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.

1) AKRE CAPITAL MANAGEMENT, LLC, MIDDLEBURG, VA, INVESTMENT REALTED-RIA; MANAGING DIRECTOR, INSTITUTIONAL FUND DISTRIBUTION; START DATE 3/17/2012, MUTUAL FUND WHOLESALING, 200 HOURS PER MONTH WITH ALL DURING SECURITIES TRADING HOURS. 2) AIRBNB RENTAL, PURCELLVILLE, VA, NON-INVESTMENT RELATED, AIRBNB RENTA, START DATE 08/23/2018, LANDLORD, 0 HOURS PER MONTH. 3) Investment Company Insititute; Non-Investment related; Washington, DC; Trade Organization; Committee Member; Give presentations on sales/marketing ideas and perspectives, and network; Start 10/24/2020; 3 Hours Per Month; 3 Hours During trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Devon Ramirez'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

September 25, 2013 - Present

AKRE CAPITAL MANAGEMENT, LLC

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

RIA

CRD#: 109242

Middleburg, VA

Current

November 21, 2014 - Present

FORESIDE FUND SERVICES, LLC

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

CRD#: 46106

Middleburg, VA

Past

July 15, 2013 - November 24, 2014

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

PORTLAND, ME

Past

October 11, 2011 - March 20, 2012

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

STERLING, VA

Past

October 10, 2011 - March 20, 2012

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

STERLING, VA

Past

October 6, 2010 - September 7, 2011

MORGAN STANLEY

RIA

CRD#: 149777

MCLEAN, VA

Past

October 5, 2010 - September 7, 2011

MORGAN STANLEY

CRD#: 149777

MCLEAN, VA

Past

March 16, 2010 - August 17, 2010

FORESIDE FUND SERVICES, LLC

CRD#: 46106

BETHESDA, MD

Past

August 28, 2008 - December 31, 2009

PROFUNDS DISTRIBUTORS, INC.

CRD#: 19541

BETHESDA, MD

Past

February 6, 2006 - August 18, 2008

BOFA ADVISORS, LLC

RIA

CRD#: 107900

BOSTON, MA

Past

January 12, 2006 - August 18, 2008

BOFA DISTRIBUTORS, INC.

CRD#: 30683

BOSTON, MA

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(12/10/2014)

Alaska
(12/22/2014)

Arizona
(12/11/2014)

Arkansas
(11/26/2014)

California
(11/21/2014)

Colorado
(11/24/2014)

Connecticut
(11/24/2014)

Delaware
(11/25/2014)

IAR

District of Columbia
(11/20/2013)

District of Columbia
(12/2/2014)

IAR

Florida
(2/28/2014)

Florida
(11/25/2014)

Georgia
(11/25/2014)

Hawaii
(12/9/2014)

Idaho
(11/21/2014)

Illinois
(11/24/2014)

Indiana
(12/2/2014)

Iowa
(11/25/2014)

Kansas
(12/2/2014)

Kentucky
(12/8/2014)

Louisiana
(11/24/2014)

Maine
(11/25/2014)

IAR

Maryland
(9/27/2013)

Maryland
(11/21/2014)

Massachusetts
(12/2/2014)

Michigan
(11/25/2014)

Minnesota
(11/26/2014)

Mississippi
(12/11/2014)

Missouri
(11/24/2014)

Montana
(11/26/2014)

Nebraska
(11/24/2014)

Nevada
(12/9/2014)

New Hampshire
(12/1/2014)

New Jersey
(11/28/2014)

New Mexico
(12/1/2014)

New York
(11/26/2014)

North Carolina
(12/1/2014)

North Dakota
(11/25/2014)

Ohio
(11/24/2014)

Oklahoma
(11/24/2014)

Oregon
(11/24/2014)

Pennsylvania
(11/25/2014)

Puerto Rico
(11/24/2014)

Rhode Island
(11/21/2014)

South Carolina
(12/15/2014)

South Dakota
(11/26/2014)

Tennessee
(11/26/2014)

Texas
(11/26/2014)

Utah
(11/24/2014)

Vermont
(11/24/2014)

Virgin Islands
(12/12/2014)

IAR

Virginia
(9/25/2013)

Virginia
(11/24/2014)

Washington
(12/5/2014)

West Virginia
(11/25/2014)

Wisconsin
(11/25/2014)

Wyoming
(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

State Security Law Exam

IAR

Series 66

Date: 2/3/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 10/29/2010

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 1/11/2006

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

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

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.

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Advisor Monitoring

Firm Stability Insights

Richard D. Ramirez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Devon Ramirez's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORESIDE FUND SERVICES, LLC

QUASAR DISTRIBUTORS, LLC

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

MORGAN STANLEY

MORGAN STANLEY

FORESIDE FUND SERVICES, LLC

PROFUNDS DISTRIBUTORS, INC.

BOFA ADVISORS, LLC

BOFA DISTRIBUTORS, INC.

Primary Firm SEC Registration

AKRE CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/3/2006

SIE

Date: 10/1/2018

Series 31

Date: 10/29/2010

Series 7

Date: 1/11/2006

FINRA

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

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