Andrew P. Millette

AKRE CAPITAL MANAGEMENT

Middleburg, VA 20117

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CRD#: 6513749

Professional summary

Andrew Patrick Millette, who also goes by Andrew Millette, is a registered financial advisor currently at AKRE CAPITAL MANAGEMENT, LLC located in Middleburg, Virginia.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Andrew has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 79 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrew Millette

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 Andrew Patrick Millette'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 19, 2021 - Present

AKRE CAPITAL MANAGEMENT, LLC

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

RIA

CRD#: 109242

Middleburg, VA

Past

September 3, 2015 - October 26, 2016

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

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
(4/19/2021)

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

IAR

Series 65

Date: 4/15/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/26/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/26/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 79

Date: 9/2/2015

Investment Banking Registered Representative Examination

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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Andrew P. Millette

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Patrick Millette's CRS (Customer Relationship Summary).

Certified licenses

Experience

DEUTSCHE BANK SECURITIES INC.

Primary Firm SEC Registration

AKRE CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/15/2021

Series 63

Date: 8/26/2015

SIE

Date: 10/26/2016

Series 79

Date: 9/2/2015

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

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