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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

AKRE CAPITAL MANAGEMENT, LLC

CRD 109242

MIDDLEBURG, VA

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Search this name across graphsid dfx:ria:2da59573-a4c9-6e0d-a274-8264dce1f196

Data as of Jun 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 22
Dated events: 3
On other graphs: 0
Observed: Mar 30, 2012 to Jun 4, 2026
42 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.02 fund_share=0.94 institutional_share=0.0 related_bd=false related_bank=true bd_reps=2.0
Regulatory AUM: $12BItem 5.F on the latest filing (2026-06-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $12B
Private client RAUM: $272MderivedItem 5.D individuals plus high net worth individuals
Private client share: 2%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $1.7Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 218
Individual clients: 105
High net worth clients: 89
Private funds: 3Schedule D 7.B(1)
Custody, client assets: $15.0M
SEC number: 801-57156
CIK: 1112520
CRD: 109242
Filings on the tape: 42
First filed: Mar 30, 2012
Latest filed: Jun 4, 2026
Organised: Limited Liability Company, DE
Website: akrecapital.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CHARLES THOMAS AKRE	n/a	MIDDLEBURG, VA	25	32	n/a	no
CAROLYN STUART HYLTON	n/a	MIDDLEBURG, VA	22	25	n/a	no
STACY SUZANNE DUCELLIER	n/a	MIDDLEBURG, VA	19	22	n/a	no
RICHARD DEVON RAMIREZ	n/a	MIDDLEBURG, VA	12	20	3	yes
JOHN HALLMARK NEFF	Chartered Financial Analyst	MIDDLEBURG, VA	5	26	n/a	no
ANDREW PATRICK MILLETTE	n/a	Middleburg, VA	5	11	n/a	no
John Norris OBannon	n/a	MIDDLEBURG, VA	2	20	3	yes

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
BRADDOCK PARTNERS OFFSHORE, LP	Hedge Fund	$1.1B	Mar 19, 2024	111	Mar 30, 2012	reported	n/a
BRADDOCK PARTNERS LP	Hedge Fund	$1.1B	Mar 19, 2024	102	Mar 30, 2012	reported	021-106166
BRADDOCK PARTNERS OFFSHORE, LTD	Hedge Fund	$24.4M	Mar 19, 2024	9	Mar 30, 2017	reported	021-106191

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
AKRE, CHARLES, THOMAS	TRUSTEE AND MANAGING MEMBER	F	yes	12/2012	Mar 30, 2012	Mar 19, 2024
AKRE, CHARLES, THOMAS	TRUSTEE AND MANAGING MEMBER	Na	yes	12/1999	Mar 30, 2012	Mar 19, 2024
CHARLES T. AKRE, JR. REVOCABLE TRUST DATED DECEMBER 21, 2012	Member	D	yes	12/2012	Sep 24, 2020	Mar 19, 2024
MCLAMB, GEORGE, THOMAS	Trustee	F	yes	12/2022	Mar 24, 2014	Mar 19, 2024
MCLAMB, GEORGE, THOMAS	MEMBER, TRUSTEE, AND CHIEF COMPLIANCE OFFICER	B	yes	11/2013	Mar 24, 2014	Mar 19, 2024
NEFF, JOHN, HALLMARK	TRUSTEE, CEO, CIO	F	yes	01/2013	Mar 23, 2015	Mar 19, 2024
NEFF, JOHN, HALLMARK	TRUSTEE, CEO, CIO	Na	yes	01/2013	Mar 23, 2015	Mar 19, 2024
CHARLES T. AKRE, JR. IRREVOCABLE TRUST, DATED DECEMBER 21, 2022	Member	A	no	12/2022	Mar 6, 2023	Mar 19, 2024
JOHN H. NEFF REVOCABLE TRUST, U/A/D JUNE 15, 2005	Member	B	no	01/2013	Sep 24, 2020	Mar 19, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BRADDOCK CAPITAL OFFSHORE LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$12B	$12B	12	3	0	3	n/a
2024	Apr 28, 2025	$14B	$14B	12	3	0	3	n/a
2023	Mar 19, 2024	$15B	$15B	12	3	0	3	$2.2B
2022	Mar 6, 2023	$14B	$14B	12	5	0	3	$1.8B
2021	Mar 18, 2022	$20B	$20B	13	5	0	3	$2.3B
2020	Mar 18, 2021	$17B	$17B	13	5	0	3	$1.9B
2019	Mar 30, 2020	$14B	$14B	12	6	0	3	$1.5B
2018	Mar 22, 2019	$8.9B	$8.9B	13	6	0	3	$1.1B
2017	Mar 29, 2018	$7.9B	$7.9B	14	6	0	3	$1.0B
2016	Mar 30, 2017	$6.3B	$6.3B	13	6	n/a	3	$881M
2015	Mar 30, 2016	$4.8B	$4.8B	14	6	n/a	2	$405M
2014	Mar 23, 2015	$4.1B	$4.1B	13	6	n/a	2	$346M
2013	Mar 24, 2014	$3.2B	$3.2B	11	4	n/a	2	$296M
2012	Mar 28, 2013	$1.9B	$1.9B	10	5	n/a	2	$194M
2011	Mar 30, 2012	$786M	$786M	n/a	n/a	n/a	2	$172M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$12B	$14B	-17.8%	$14B	-4.8%	12	12	0	0

Relationships

Advises (3)

→ BRADDOCK PARTNERS OFFSHORE, LTDPrivate fundHedge Fund, IA
Mar 30, 2017 to presentfactForm ADV
→ BRADDOCK PARTNERS LPPrivate fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ BRADDOCK PARTNERS OFFSHORE, LPPrivate fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV

Registered with (9)

← John Norris OBannonAdvisorregistration: previous registration
Jun 14, 2010 to Feb 29, 2012factForm ADV
← ANDREW PATRICK MILLETTEAdvisorregistration: current employment
Apr 19, 2021 to presentfactForm ADV
← JOHN HALLMARK NEFFAdvisorregistration: current employment
Apr 8, 2021 to presentfactForm ADV
← RICHARD DEVON RAMIREZAdvisorregistration: current employment
Sep 25, 2013 to presentfactForm ADV
← STACY SUZANNE DUCELLIERAdvisorregistration: current employment
Jun 18, 2007 to presentfactForm ADV
← CAROLYN STUART HYLTONAdvisorregistration: current employment
Jan 8, 2004 to presentfactForm ADV
← CHARLES THOMAS AKREAdvisorregistration: current employment
May 24, 2001 to presentfactForm ADV
← DAVID SHAFFER RAINEYAdvisorregistration: previous registration
Apr 19, 2001 to Dec 7, 2012factForm ADV
← IRA MITCHELL ROTHBERGAdvisorregistration: previous registration
Jun 27, 2005 to Dec 7, 2012factForm ADV

Controls (4)

← AKRE, CHARLES, THOMASOwnerTRUSTEE AND MANAGING MEMBER, ownership code F, individual
Mar 30, 2012 to Mar 19, 2024factForm ADV
← NEFF, JOHN, HALLMARKOwnerTRUSTEE, CEO, CIO, ownership code F, individual
Mar 23, 2015 to Mar 19, 2024factForm ADV
← MCLAMB, GEORGE, THOMASOwnerTRUSTEE, ownership code F, individual
Mar 24, 2014 to Mar 19, 2024factForm ADV
← CHARLES T. AKRE, JR. REVOCABLE TRUST DATED DECEMBER 21, 2012OwnerMEMBER, ownership code D, domestic entity
Sep 24, 2020 to Mar 19, 2024factForm ADV

Owns (2)

← CHARLES T. AKRE, JR. IRREVOCABLE TRUST, DATED DECEMBER 21, 2022OwnerMEMBER, ownership code A, domestic entity
Mar 6, 2023 to Mar 19, 2024factForm ADV
← JOHN H. NEFF REVOCABLE TRUST, U/A/D JUNE 15, 2005OwnerMEMBER, ownership code B, domestic entity
Sep 24, 2020 to Mar 19, 2024factForm ADV

Dated events

Occurred
Mar 6, 2023
Regulatory AUM changed
Akre Capital Management, Llc reported RAUM $13.7B, down 32% from $20.1B (2022-05-18 to 2023-03-06)
Form ADVobserved 6 days ago
$-6.4B
Occurred
Mar 30, 2020
Regulatory AUM changed
Akre Capital Management, Llc reported RAUM $13.8B, up 55% from $8.9B (2019-04-29 to 2020-03-30)
Form ADVobserved 6 days ago
$4.9B
Occurred
Mar 29, 2018
Regulatory AUM changed
Akre Capital Management, Llc reported RAUM $7.9B, up 26% from $6.3B (2017-04-28 to 2018-03-29)
Form ADVobserved 6 days ago
$1.6B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2da59573-a4c9-6e0d-a274-8264dce1f196
First observed: Mar 30, 2012
Last observed: Jun 4, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AKRE CAPITAL MANAGEMENT, LLC

CRD 109242

MIDDLEBURG, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2da59573-a4c9-6e0d-a274-8264dce1f196

Data as of Jun 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:17 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CHARLES THOMAS AKRE

n/a

MIDDLEBURG, VA

n/a

CAROLYN STUART HYLTON

n/a

MIDDLEBURG, VA

n/a

STACY SUZANNE DUCELLIER

n/a

MIDDLEBURG, VA

n/a

RICHARD DEVON RAMIREZ

n/a

MIDDLEBURG, VA

yes

JOHN HALLMARK NEFF

Chartered Financial Analyst

MIDDLEBURG, VA

n/a

ANDREW PATRICK MILLETTE

n/a

Middleburg, VA

n/a

John Norris OBannon

n/a

MIDDLEBURG, VA

yes

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

BRADDOCK PARTNERS OFFSHORE, LP

Hedge Fund

$1.1B

Mar 19, 2024

111

Mar 30, 2012

reported

n/a

BRADDOCK PARTNERS LP

Hedge Fund

$1.1B

Mar 19, 2024

102

Mar 30, 2012

reported

021-106166

BRADDOCK PARTNERS OFFSHORE, LTD

Hedge Fund

$24.4M

Mar 19, 2024

Mar 30, 2017

reported

021-106191

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AKRE, CHARLES, THOMAS

TRUSTEE AND MANAGING MEMBER

yes

12/2012

Mar 30, 2012

Mar 19, 2024

AKRE, CHARLES, THOMAS

TRUSTEE AND MANAGING MEMBER

yes

12/1999

Mar 30, 2012

Mar 19, 2024

CHARLES T. AKRE, JR. REVOCABLE TRUST DATED DECEMBER 21, 2012

Member

yes

12/2012

Sep 24, 2020

Mar 19, 2024

MCLAMB, GEORGE, THOMAS

Trustee

yes

12/2022

Mar 24, 2014

Mar 19, 2024

MCLAMB, GEORGE, THOMAS

MEMBER, TRUSTEE, AND CHIEF COMPLIANCE OFFICER

yes

11/2013

Mar 24, 2014

Mar 19, 2024

NEFF, JOHN, HALLMARK

TRUSTEE, CEO, CIO

yes

01/2013

Mar 23, 2015

Mar 19, 2024

NEFF, JOHN, HALLMARK

TRUSTEE, CEO, CIO

yes

01/2013

Mar 23, 2015

Mar 19, 2024

CHARLES T. AKRE, JR. IRREVOCABLE TRUST, DATED DECEMBER 21, 2022

Member

12/2022

Mar 6, 2023

Mar 19, 2024

JOHN H. NEFF REVOCABLE TRUST, U/A/D JUNE 15, 2005

Member

01/2013

Sep 24, 2020

Mar 19, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BRADDOCK CAPITAL OFFSHORE LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$12B

n/a

2024

Apr 28, 2025

$14B

n/a

2023

Mar 19, 2024

$15B

$2.2B

2022

Mar 6, 2023

$14B

$1.8B

2021

Mar 18, 2022

$20B

$2.3B

2020

Mar 18, 2021

$17B

$1.9B

2019

Mar 30, 2020

$14B

$1.5B

2018

Mar 22, 2019

$8.9B

$1.1B

2017

Mar 29, 2018

$7.9B

$1.0B

2016

Mar 30, 2017

$6.3B

n/a

$881M

2015

Mar 30, 2016

$4.8B

n/a

$405M

2014

Mar 23, 2015

$4.1B

n/a

$346M

2013

Mar 24, 2014

$3.2B

n/a

$296M

2012

Mar 28, 2013

$1.9B

n/a

$194M

2011

Mar 30, 2012

$786M

n/a

$172M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$12B

$14B

-17.8%

$14B

-4.8%