Akre Capital Management, Llc
- Regulatory AUM
- $11.8B
- Discretionary
- $11.8B
- Clients
- 220
- Avg AUM / client
- $53.7M
- Accounts
- 218
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Jun 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 105 | $38.3M | 0.32% |
| High net worth individuals | 89 | $233M | 1.97% |
| Investment companies | 1 | $9.9B | 83.3% |
| Pooled investment vehicles (non-investment companies) | 3 | $1.3B | 10.6% |
| Pension and profit sharing plans | 1 | $1.3M | 0.01% |
| Charitable organizations | 6 | $18.3M | 0.15% |
| Corporations and other businesses | 15 | $428M | 3.62% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $2.2B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Braddock Partners Offshore, Lp master | Hedge Fund | Cayman Islands | $1.1B | 111 |
| Braddock Partners Lp feeder | Hedge Fund | Delaware | $1.1B | 102 |
| Braddock Partners Offshore, Ltd feeder | Hedge Fund | Cayman Islands | $24.4M | 9 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Thomas Akre | Trustee And Managing Member | Dec 1999 (27y) | Less than 5% | |
| John Hallmark Neff | Trustee, Ceo, Cio | CFA | Jan 2013 (14y) | Less than 5% |
| Mclamb, George, Thomas | Member, Trustee, And Chief Compliance Officer | Nov 2013 (13y) | 10% – 25% | |
| Carolyn Stuart Hylton | Registered representative | Jan 2004 (23y) | ||
| Stacy Suzanne Ducellier | Registered representative | Jun 2007 (19y) | ||
| Richard Devon Ramirez | Registered representative | Sep 2013 (13y) | ||
| Andrew Patrick Millette | Registered representative | Apr 2021 (5y) | ||
| John Norris O Bannon | Registered representative | Dec 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Charles T. Akre, Jr. Revocable Trust Dated December 21, 2012 | Member | Dec 2012 | A | 50% – 75% |
| John H. Neff Revocable Trust, U/A/D June 15, 2005 | Member | Jan 2013 | A | 10% – 25% |
| Charles T. Akre, Jr. Irrevocable Trust, Dated December 21, 2022 | Member | Dec 2022 | A | 5% – 10% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $2.2B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Braddock Partners Offshore, Lp | Hedge Fund | $1.1B | $0 | 111 |
| Braddock Partners Lp | Hedge Fund | $1.1B | $5.0M | 102 |
| Braddock Partners Offshore, Ltd | Hedge Fund | $24.4M | $5.0M | 9 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/04/2026 | 1.58 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $407M (3% of AUM) Jun 2026
- National Financial Services (Fidelity) $289M (2% of AUM) Jun 2026
- Northern Trust $93.8M (1% of AUM) Sep 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 04, 2026.
View current Form ADV (SEC/IAPD) ↗