DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Akre Capital Management, LLC
Latest filing Jun 4, 2026
First filing on the tape Mar 30, 2012 · 42 filings
SEC status approved since Jan 12, 2000
RAUM
$12B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
2.3%
$272M individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$1.7B
derived; firm RAUM over IAPD count
Employees
12
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
42 filings and snapshots on the tape
RAUM$12B as of Jun 4, 2026
Mar 30, 2012$786M then
HNW client RAUM$233M as of Jun 4, 2026
Mar 29, 2018$164M then
State-registered IARs (5.B.3)7 as of Jun 4, 2026
Mar 28, 20133 then
Employees (5.A)12 as of Jun 4, 2026
Mar 28, 201310 then
Private funds3 as of Jun 4, 2026
Mar 30, 20122 then
RAUM -18% over the last fiscal year-4.8% a year over threeIARs 7 to 7
Practice profile
derived from the filing of Jun 4, 2026; every figure names its basis
- RAUM per advisor
- $1.7BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 28derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.6MderivedHNW RAUM over HNW clients
- Average account
- $54.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 7.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -18%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -11%derived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Custody
- $15.0M, 13 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$9.9B83%
- Pooled investment vehicles$1.3B11%
- Corporations and businesses$428M3.6%
- High-net-worth individuals$233M2.0%
- Individuals$38.3M0.3%
- Charitable organizations$18.3M0.2%
- Pension and profit-sharing plans$1.3M0.0%
- Individual clients
- 105reported
- HNW clients
- 89reported
- Pension plan clients
- 1reported
- Charitable clients
- 6reported
- Accounts
- 218reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $15.0M for 13 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.02 fund_share=0.94 institutional_share=0.0 related_bd=false related_bank=true bd_reps=2.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Charles Thomas Akre | Middleburg, Va | May 24, 2001 | 32 y | 0 |
| Carolyn Stuart Hylton | Middleburg, Va | Jan 8, 2004 | 25 y | 0 |
| Stacy Suzanne Ducellier | Middleburg, Va | Jun 18, 2007 | 22 y | 0 |
| Richard Devon Ramirez | Middleburg, Va | Sep 25, 2013 | 20 y | 3 |
| John Hallmark NeffChartered Financial Analyst | Middleburg, Va | Apr 8, 2021 | 26 y | 0 |
| Andrew Patrick Millette | Middleburg, Va | Apr 19, 2021 | 11 y | 0 |
| John Norris Obannon | Middleburg, Va | Dec 7, 2023 | 20 y | 3 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Ira Mitchell Rothberg to Broad Run Investment Management, LLCDec 7, 2012 · Other
- David Shaffer Rainey to Broad Run Investment Management, LLCDec 7, 2012 · Other
- John Norris Obannon to Pgim Investments LLCFeb 29, 2012 · Other
Joined, latest
- John Norris Obannon from Pgim Investments LLCDec 7, 2023 · Other
- Richard Devon Ramirez from Suntrust Investment Services, Inc.Sep 25, 2013 · Other
- John Norris Obannon from Bofa Advisors, LLCJun 14, 2010 · Other
Private funds
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Braddock Partners Offshore, LP | Hedge Fund | $1.1B | 111 | Mar 30, 2012 |
| Braddock Partners LP | Hedge Fund | $1.1B | 102 | Mar 30, 2012 |
| Braddock Partners Offshore, Ltd | Hedge Fund | $24.4M | 9 | Mar 30, 2017 |
Owners and control persons
Schedule A and B, latest filing
- Thomas Charles Akre · Trustee And Managing Membercontrolsince 12/1999 · owns less than 5%
- Thomas George Mclamb · Member, Trustee, And Chief Compliance Officercontrolsince 11/2013 · owns 10% to 25%
- Hallmark John Neff · Trustee, Ceo, Ciocontrolsince 01/2013 · owns less than 5%
- Thomas Charles Akre · Trustee And Managing Membercontrolsince 12/2012 · owns F of Charles T. Akre, Jr. Revocable Trust Dated December 21, 2012
- Thomas George Mclamb · Trusteecontrolsince 12/2022 · owns F of Charles T. Akre, Jr. Irrevocable Trust, Dated December 21, 2022
- Hallmark John Neff · Trustee, Ceo, Ciocontrolsince 01/2013 · owns F of John H. Neff Revocable Trust, U/A/D June 15, 2005
Entity owners
- Charles T. Akre, Jr. Revocable Trust Dated December 21, 2012 · Memberdirect · owns 50% to 75%
- Charles T. Akre, Jr. Irrevocable Trust, Dated December 21, 2022 · Memberdirect · owns 5% to 10%
- John H. Neff Revocable Trust, U/A/D June 15, 2005 · Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- Braddock Capital Offshore LLCbankpooled vehicle sponsorn
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Middleburg, Va · principal | 7 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 245 to 218Apr 28, 2025 to Mar 31, 2026
- HNW clients · 99 to 89Apr 28, 2025 to Mar 31, 2026
- Individual clients · 120 to 105Apr 28, 2025 to Mar 31, 2026
- Assets in custody · $15.9M to $15.0MApr 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $14B to $12BApr 28, 2025 to Mar 31, 2026
- HNW RAUM · $255M to $233MApr 28, 2025 to Mar 31, 2026
- Individual RAUM · $53.1M to $38.3MApr 28, 2025 to Mar 31, 2026
- Pension RAUM · $1.3M to $1.3MApr 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.2B to $1.3BApr 28, 2025 to Mar 31, 2026
- RAUM · $14B to $12BApr 28, 2025 to Mar 31, 2026
- Accounts · 268 to 245Jan 8, 2025 to Apr 28, 2025
- Corporate clients · 16 to 15Jan 8, 2025 to Apr 28, 2025
- HNW clients · 114 to 99Jan 8, 2025 to Apr 28, 2025
- Individual clients · 126 to 120Jan 8, 2025 to Apr 28, 2025
- Pension plan clients · 2 to 1Jan 8, 2025 to Apr 28, 2025
- Assets in custody · $15.2M to $15.9MJan 8, 2025 to Apr 28, 2025
- Financial planning clients · unset to Jan 8, 2025 to Apr 28, 2025
- Discretionary RAUM · $15B to $14BJan 8, 2025 to Apr 28, 2025
- HNW RAUM · $269M to $255MJan 8, 2025 to Apr 28, 2025
- Individual RAUM · $49.7M to $53.1MJan 8, 2025 to Apr 28, 2025
- Pension RAUM · $1.4M to $1.3MJan 8, 2025 to Apr 28, 2025
- Pooled vehicle RAUM · $1.1B to $1.2BJan 8, 2025 to Apr 28, 2025
- RAUM · $15B to $14BJan 8, 2025 to Apr 28, 2025
- Accounts · 293 to 268Sep 27, 2023 to Mar 19, 2024
- Advisory employees · 5 to 3Sep 27, 2023 to Mar 19, 2024
- BD registered reps · 1 to 2Sep 27, 2023 to Mar 19, 2024
- Corporate clients · 21 to 16Sep 27, 2023 to Mar 19, 2024
- HNW clients · 126 to 114Sep 27, 2023 to Mar 19, 2024
- Individual clients · 134 to 126Sep 27, 2023 to Mar 19, 2024
- Assets in custody · $11.2M to $15.2MSep 27, 2023 to Mar 19, 2024
- State-registered IARs · 6 to 7Sep 27, 2023 to Mar 19, 2024
- Discretionary RAUM · $14B to $15BSep 27, 2023 to Mar 19, 2024
- HNW RAUM · $231M to $269MSep 27, 2023 to Mar 19, 2024
- Individual RAUM · $40.4M to $49.7MSep 27, 2023 to Mar 19, 2024
- Pension RAUM · $3.2M to $1.4MSep 27, 2023 to Mar 19, 2024
- Pooled vehicle RAUM · $901M to $1.1BSep 27, 2023 to Mar 19, 2024
- RAUM · $14B to $15BSep 27, 2023 to Mar 19, 2024
- Accounts · 283 to 293May 18, 2022 to Mar 6, 2023
- Corporate clients · 20 to 21May 18, 2022 to Mar 6, 2023
- HNW clients · 130 to 126May 18, 2022 to Mar 6, 2023
Signals
3 dated events
- Akre Capital Management, Llc reported RAUM $13.7B, down 32% from $20.1B (2022-05-18 to 2023-03-06)Mar 6, 2023 · RAUM change · derived
- Akre Capital Management, Llc reported RAUM $13.8B, up 55% from $8.9B (2019-04-29 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Akre Capital Management, Llc reported RAUM $7.9B, up 26% from $6.3B (2017-04-28 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/akre-capital-management-llcreportedpublic record, Form ADV, Sep 17, 2026
- Website
- AKRECAPITAL.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 540-687-8923reportedpublic record, Form ADV, Jun 4, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $1.7Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026