Role at Akre Capital Management
- Title on Schedule A
- Trustee and Managing Member
- Control
- Charles Akre is a control person of Akre Capital Management.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Charles Akre has held the filed role since December 1999.
The firm
Form ADV filed 4 June 2026
Career on record
Charles Akre has been registered through Akre Capital Management since May 2001.
- Akre Capital Management, LLCCurrent– present · 25 yearsMiddleburg, VA · Adviser representative · Firm CRD 109242
- Passed Series 7, Series 65 and Series 63 · 1994
- Passed Series 4 and PC · 1980
- Passed Series 40 · 1975
- Passed Series 1 · 1958
Registrations and exams
Charles Akre has a current investment-adviser registration in Virginia and has passed 7 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Virginia | Investment adviser representative | Approved | 24 May 2001 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 February 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 February 1994 |
| Series 4 | Registered Options Principal Examination | 3 November 1980 |
| Series 40 | Registered Principal Examination | 25 November 1975 |
| Series 7 | General Securities Representative Examination | 1 February 1994 |
| PC | AMEX Put and Call Exam | 30 November 1980 |
| Series 1 | Registered Representative Examination | 7 August 1958 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Registered Options Principal Examination
- Name
- Registered Principal Examination
- Name
- General Securities Representative Examination
- Name
- AMEX Put and Call Exam
- Name
- Registered Representative Examination
Individual record
- Full name
- Charles Thomas Akre
- CRD
- 2211
- Registration status
- Investment adviser registration
- Office
- 2 WEST MARSHALL STREET, PO BOX 998, Middleburg, VA 20118-0998
- Firm bio
- akrecapital.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Akre identifies Charles T. “Chuck” Akre Jr. as chairman and says he founded the firm in 1989 after working in the securities business. Official Akre Capital Management biography
Common questions
Where does Charles Akre work?
Charles Akre has been Trustee and Managing Member of Akre Capital Management, LLC since December 1999, and is a control person of the firm.
Is Charles Akre a financial advisor?
Yes. Charles Akre has a current investment-adviser registration in Virginia, through Akre Capital Management since May 2001, as of 17 October 2026.
How many years of experience does Charles Akre have?
Charles Akre has worked in the financial industry for 25 years as of 17 October 2026, counted from 23 May 2001, across 1 adviser firm.
What exams has Charles Akre passed?
Charles Akre has passed 7 licensing exams: the Series 1, Series 40, Series 4, PC, Series 7, Series 65 and Series 63. The earliest, the Series 1, was passed in August 1958.
Where is Charles Akre based?
Charles Akre’s registered office is in Middleburg, VA.
Leadership at Akre Capital Management
- Quinn MorrisChief Compliance Officer
- Alexis AkreTrustee
- Andrew MilletteTrustee
- John NeffTrustee, CEO, CIO
- Geoffrey TicknerMember