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John Norris Obannon

Akre Capital Management, LLC

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About John Norris Obannon

John Norris Obannon is an active investment advisor representative with Akre Capital Management, LLC. John has been in the industry since July 17, 2006. John's primary registration is in Virginia and holds licenses in all 50 states. John has previously worked for Prudential Investment Management Services LLC in Newark, NJ and Columbia Management Distributors, Inc. in Boston, MA. John is also the Director, Institutional Fund Distribution, for Akre Capital Management, LLC.

Firm Information

John Obannon is currently registered with Akre Capital Management, LLC. Akre Capital Management, LLC is an investment advisor headquartered in MIDDLEBURG, VA. They manage over $14.78 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and investment companies. They provide portfolio management services for businesses, individuals, investment companies, and pooled investment vehicles.
Akre Capital Management, LLC

2 WEST MARSHALL STREET

MIDDLEBURG, VA 20117

$14.78B

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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John Obannon’s Registration & Firm History

VA

12/07/2023 - Present

Akre Capital Management, LLC (MIDDLEBURG VA)

NJ

03/13/2012 - 11/16/2023

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

MA

05/05/2006 - 04/13/2010

COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 05/18/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Norris Obannon.
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