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Richard Devon Ramirez

Akre Capital Management, LLC

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About Richard Devon Ramirez

Richard Devon Ramirez is a Managing Director, Institutional Fund Distribution at Akre Capital Management, LLC. Richard is registered with FINRA and has been in the securities industry since 2007. Prior to joining Akre Capital Management, Richard worked at Morgan Stanley Smith Barney, Profunds Distributors, Inc. and Columbia Management Distributors, Inc. Richard is a Series 7 and Series 66 licensed representative.

Firm Information

Richard Ramirez 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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Richard Ramirez’s Registration & Firm History

VA

09/25/2013 - Present

Akre Capital Management, LLC (MIDDLEBURG VA)

ME

07/15/2013 - 11/24/2014

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

VA

10/10/2011 - 03/20/2012

SUNTRUST INVESTMENT SERVICES, INC. (STERLING VA)

VA

10/05/2010 - 09/07/2011

MORGAN STANLEY SMITH BARNEY (MCLEAN VA)

MD

03/16/2010 - 08/17/2010

FORESIDE FUND SERVICES, LLC (BETHESDA MD)

MD

08/28/2008 - 12/31/2009

PROFUNDS DISTRIBUTORS, INC. (BETHESDA MD)

MA

01/12/2006 - 08/18/2008

COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 02/03/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/29/2010

Series 31 - Futures Managed Funds Examination

BC

Issued 01/11/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Richard Devon Ramirez. Review regulatory record here.
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