Firms by city
Registered investment advisers in Middleburg, VA
One SEC-registered adviser headquartered in Middleburg, listed by regulatory assets under management as reported on Form ADV.
1 firm listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Akre Capital ManagementCRD 109242 | Middleburg, VA | $11.82B | 3 | 220 |
Akre Capital ManagementCRD 109242$11.82B
- Headquarters
- Middleburg, VA
- Advisory staff
- 3
- Clients
- 220
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Middleburg on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in Virginia.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.