# Akre Capital Management, LLC
Source: https://planprovider.pro/provider/akre-capital-management-llc

> Known for its “three-legged stool” investment framework, Akre Capital Management, LLC runs portfolios built around extraordinary businesses, strong managemen…

Retirement Plan Advisor

Middleburg, VA

## About Akre Capital Management, LLC

<p>Known for its “three-legged stool” investment framework, Akre Capital Management, LLC runs portfolios built around extraordinary businesses, strong management teams, and disciplined reinvestment of free cash flow.</p>

<p>Founded in 1989 and based in Middleburg, Virginia, in the Washington, DC metro region, the firm is an investment advisor that works with individuals and institutions. Akre Capital Management reports $14.4B in assets under management (2026) and offers access to its strategy through the Akre Focus ETF as well as private investment funds.</p>

<p>For retirement plan sponsors that use an outsourced investment fiduciary model, the firm provides 3(21) investment advice services. That means Akre can help plan fiduciaries with manager and fund selection, monitoring, and investment policy work while the sponsor retains final decision-making authority.</p>

<p>What sets the firm apart is its consistent, repeatable process centered on a small set of business-quality factors rather than frequent tactical shifts.</p>

<ul>
<li>Investment advisor services with a focused equity-oriented approach</li>
<li>3(21) investment advice support for plan fiduciaries</li>
<li>Akre Focus ETF and private investment funds</li>
<li>Based in Middleburg, serving clients across the DC–Northern Virginia region and beyond</li>
</ul>

Website: [https://www.akrecapital.com/](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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