Akre Capital Management, LLC

Retirement Plan Advisor

Middleburg, VA

About Akre Capital Management, LLC

<p>“Three-legged stool” is the shorthand Akre Capital Management, LLC uses for its investment framework: extraordinary businesses, strong management teams, and disciplined reinvestment of free cash flow.</p> <p>Founded in 1989, the firm is headquartered in Middleburg, Virginia, in the Washington, DC–Northern Virginia metro area. Akre Capital Management works with individuals and institutions and reports $14.4B in assets under management (2026). Investors can access its strategy through the Akre Focus ETF and through private investment funds.</p> <p>For retirement plan sponsors that follow an outsourced investment fiduciary approach, Akre provides 3(21) investment advice. The firm supports plan fiduciaries with manager and fund selection, ongoing monitoring, and investment policy work, while the sponsor keeps final decision-making authority.</p> <p>Akre’s differentiator is a repeatable process built around a small set of business-quality factors, rather than frequent tactical shifts.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> services with a focused equity-oriented approach</li> <li>3(21) investment advice for retirement plan fiduciaries</li> <li>Manager and fund selection, monitoring, and investment policy support</li> <li>Akre Focus ETF and private investment funds</li> </ul>

Website: https://www.akrecapital.com/

Founded: 1989

Office Locations

  • Middleburg, VA (Headquarters)
  • Middleburg, VA

Services Offered

  • 3(21) Investment Advisor

Client Statistics (2026)

  • Total Clients: 0
  • Total AUM: $14.4B

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