Charles T. Akre, Jr. (known widely as Chuck Akre) is an American value investor and the founder of Akre Capital Management. Based on publicly available data about his firm ownership, fund stakes, and management fees derived from assets under management that have grown to roughly $13.7 billion, credible estimates place his personal net worth somewhere in the range of $500 million to $1.5 billion as of mid-2026. No confirmed figure from a verified personal disclosure exists, so any number you see online is a reasoned estimate rather than a hard fact. Here is how that range is built and how to check the underlying evidence yourself.
Charles Akre Net Worth: Estimate, Sources, and Breakdown
Marcus Redfield
18 May 2026
Which Charles Akre are we talking about?
There is more than one Charles Akre in public records, so it is worth being specific. A January 2003 Washington Post obituary describes a Charles Akre who was a Washington, D.C. tax lawyer and partner at Miller and Chevalier until retirement in 1974, who died at age 93 on December 26, 2002. That same obituary mentions his son, also named Charles, who died in 1970. Neither of those individuals is the subject of most searches today.
The investor most people are researching is Charles Thomas Akre, Jr., born in 1942 or 1943, who founded Akre Capital Management in Middleburg, Virginia in 1989. He is the portfolio manager and chairman associated with the Akre Focus Fund, confirmed across SEC filings on EDGAR, the firm's own Form ADV Part 1 and Part 2 disclosures, and multiple fund documents. The SEC filings consistently identify him as "Charles T. Akre, Jr.," the manager and indirect largest voting-interest owner of the adviser. That is the Charles Akre this article covers.
The most credible net worth estimate today
There is no public personal financial disclosure that gives us Chuck Akre's exact net worth. If you are trying to reconcile what you see online with the underlying data for ezzard charles net worth, this same idea applies: there is often no exact public disclosure, only estimate-building inputs. What we do have is a set of firm-level and fund-level figures that anchor a reasonable estimate. Akre Capital Management's due-diligence questionnaire states the firm managed approximately $13.7 billion in total assets under management, and the Akre Focus Fund alone had roughly $11.8 billion in net assets as of March 31, 2025. A back-of-envelope calculation using a typical management fee of around 1% on assets under management suggests annual management fee revenue in the range of $100 million to $140 million at the firm level, before expenses and compensation.
As the founder and indirect largest owner of the adviser's voting interests (confirmed in the fund's Statement of Additional Information), Akre's personal share of that revenue is substantial but not fully disclosed. A 2009 Fortune article noted he already had a seven-figure personal stake in what was then the FBR Focus fund, with roughly $800 million in assets at the time. That stake, compounding over 15-plus additional years of strong performance, adds considerably to the picture. Taken together, a net worth range of $500 million to $1.5 billion is a defensible, if conservative, estimate. Some wealth-tracking sites have published numbers at the lower end of that range (around $500 million), while others extrapolate higher based on ownership stakes. Treat any single published figure with appropriate skepticism until supporting methodology is shown.
How net worth is actually calculated
Net worth is assets minus liabilities. For someone like Chuck Akre, the meaningful asset categories are his ownership stake in Akre Capital Management itself (the firm as a business), his personal investment in the Akre Focus Fund and other managed accounts, other investment holdings, and real estate. Liabilities would include any personal debt, mortgages, or business obligations. Because Akre Capital is a private LLC, no market-cap figure is publicly traded. The firm's value is typically estimated as a multiple of assets under management or annual revenue, similar to how other registered investment advisers are valued in acquisitions.
One important distinction worth flagging: the Akre Focus Fund's $11.8 billion in net assets belongs to the fund's investors, not to Akre personally. The SEC's own NAV methodology for the fund (spelled out in the semiannual N-CSRS filing) calculates NAV as securities plus cash and other assets minus liabilities. That is the fund's balance sheet, not his. What Akre personally owns is a portion of the management company that collects fees from that fund, plus whatever he has personally invested in the fund itself.
Career timeline and income sources
Understanding how Akre built his wealth requires a quick look at the career arc. He spent years in the investment management industry before founding his own firm, which gave him both a track record and a network. The key milestones that drove wealth accumulation are:
- 1989: Founded Akre Capital Management, LLC in Middleburg, Virginia, beginning to manage outside capital and earn management fees.
- Pre-2009: Managed the FBR Focus Fund as a sub-adviser arrangement, growing it to roughly $800 million in assets by 2009 and building a personal investment stake in the fund (confirmed as seven figures by Fortune in May 2009).
- 2009: Departed FBR and launched the Akre Focus Fund independently under Akre Capital Management, retaining his investment philosophy and much of his client base.
- 2009-2019: The Akre Focus Fund grew from a standing start to billions in assets under management, generating compounding management fees and strong personal returns on his co-investment. A 164% gain figure cited by Motley Fool in 2012 reflects the early momentum.
- 2019-2021: The fund crossed into the double-digit billions, driving AUM-based fee revenue to its highest levels.
- 2025: Firm AUM stands at approximately $13.7 billion total (due-diligence questionnaire), with the Focus Fund at $11.8 billion net assets as of March 31, 2025.
- 2026: A Schedule 13G filed in May 2026 (signed May 15, 2026) shows Akre Capital reporting a 5.2% stake in CCC Intelligent Solutions on behalf of advisory clients, confirming ongoing active management.
The primary income streams are management fees from Akre Capital Management, personal investment returns from his co-investment in the funds, and potentially performance-based fees depending on the fund's fee structure. There are also two private foundations linked to him: the Fagus Foundation and the Sherwood Fund, both of which list Charles T. Akre Jr. as president in IRS Form 990-PF filings available on ProPublica's Nonprofit Explorer. These are charitable vehicles, not personal income sources, but they do reflect asset transfers and philanthropic activity.
Assets and holdings: what's documented
The cleanest documented asset is his ownership of Akre Capital Management, LLC. As the founder and indirect largest voting-interest owner of the adviser (per the fund's Statement of Additional Information), the firm itself is his primary business asset. Private investment management firms with $13 billion-plus in AUM typically command valuations of 1% to 3% of AUM in acquisition contexts, suggesting a firm value in the $130 million to $400 million range as a rough placeholder, though this is a market estimate rather than a confirmed figure.
His personal co-investment in the Akre Focus Fund is a second documented category. The 2009 Fortune article confirmed a seven-figure personal stake at that time. If that stake was, say, $5 million to $10 million in 2009 and grew at fund-level returns over the following 15-plus years, the compounded value today would be substantially larger, likely in the tens of millions at minimum. No updated public figure exists for the exact current co-investment amount.
Real estate in Middleburg, Virginia, where the firm is based, is a plausible additional asset. Virginia property records are publicly searchable, which is one way a researcher can check for holdings under his name. The two private foundations (Fagus Foundation and Sherwood Fund) hold assets as reported in Form 990-PF filings, but those assets belong to the foundations, not to Akre personally, and are dedicated to charitable purposes.
Why net worth estimates vary so much across websites
You will find dramatically different numbers for Chuck Akre's net worth depending on where you look, and it is worth understanding why. You can also see how these estimates are discussed in coverage of Chuck Akre net worth figures. Several factors drive the inconsistency:
- Conflating AUM with personal net worth: Some sites appear to anchor estimates on the fund's $11+ billion in assets, which is not his money. The fund's NAV belongs to investors.
- Using outdated AUM figures: AUM was much smaller in earlier years, so estimates built on older data understate current wealth. The jump from sub-$1 billion in 2009 to $13.7 billion today is enormous.
- No personal financial disclosure: Unlike public company executives who must file Form 4s and proxy disclosures, the manager of a private LLC has no equivalent public filing obligation for personal net worth.
- Ownership percentage unknown: The exact percentage of Akre Capital Management that Akre personally owns is not disclosed in any public filing reviewed. Without that figure, any estimate of firm-derived wealth is a range, not a point estimate.
- Name confusion: As noted above, at least two other historical Charles Akre individuals appear in public records, which can introduce errors when automated scrapers aggregate data.
- Stale data: Many third-party net worth sites update infrequently and may reflect figures from 2020 or 2021 without accounting for subsequent market movements or AUM changes.
- Methodology opacity: Most sites that publish a specific net worth figure for Akre do not show their work. A site that says '$500 million' without citing AUM, fee rates, ownership stakes, or property records is essentially guessing.
How to verify the number yourself
If you want to do your own due diligence on Chuck Akre's net worth, here are the specific public records worth checking and what to look for in each:
| Record | Where to Find It | What It Shows |
|---|---|---|
| Form ADV Part 1 and Part 2 | SEC EDGAR (search 'Akre Capital Management') | Firm AUM, ownership structure, Akre's role and biographical background |
| Akre Focus Fund N-CEN, N-CSRS, and 497K filings | SEC EDGAR | Fund size, NAV calculation methodology, and Akre's listed role as portfolio manager |
| Schedule 13G and 13D filings | SEC EDGAR (search by filer 'Akre Capital') | Equity stakes held by the firm on behalf of clients; Akre signs as a control person |
| Fagus Foundation Form 990-PF | ProPublica Nonprofit Explorer (search 'Fagus Foundation') | Foundation assets, Akre's role as president, annual financial data |
| Sherwood Fund Form 990-PF | ProPublica Nonprofit Explorer (search 'Sherwood Fund') | Same as above; a second foundation linked to Charles T. Akre Jr. |
| Virginia property records | Loudoun County or Fauquier County (Middleburg area) assessor websites | Real estate holdings under his name in the Middleburg, Virginia area |
| Akre Focus Fund Statement of Additional Information (SAI) | SEC EDGAR or AkreFunds.com | Confirms Akre as indirect largest voting-interest owner of the adviser |
When evaluating any net worth source, ask three questions: Does it separate the fund's assets from his personal assets? Does it show the ownership stake it used to derive the estimate? Has it been updated in the last 12 months? If the answer to all three is no, treat the figure as a rough guess, not a researched estimate.
One practical shortcut: the Form ADV Part 1 for Akre Capital Management is updated regularly and shows total regulatory assets under management. Pairing that with a conservative management fee assumption (0.75% to 1%) and a rough ownership estimate gives you a ballpark annual income figure from fees alone. Add that to a reasonable firm valuation multiple and a co-investment estimate, and you can stress-test any number you find online against a methodology that is at least grounded in real data.
Putting it all together
Chuck Akre is a genuinely wealthy individual by any reasonable measure, with wealth built over more than three decades of compounding investment management fees and personal co-investment returns. The $500 million to $1. This overview of the Charles Akre net worth range explains how estimates are built from firm assets, fee revenue, and documented stakes. 5 billion range is defensible given what is publicly documented, but the honest answer is that the exact number is not publicly known because he operates a private firm with no personal financial disclosure requirement. If you are researching his net worth for a specific purpose, the SEC filings and IRS 990-PF records above are the most reliable starting points. For context, the wealth-building trajectory here is similar in structure (if not in scale) to other prominent investment professionals, though the specific numbers make Akre stand out compared to most others covered on this site. If you are also curious about other investment figures, you can compare this approach with the ezekiel charlesworth net worth question, which is commonly handled using similar public-data and inference methods.
FAQ
Why do some websites give wildly different Charles Akre net worth numbers?
Most net worth sites mix up the fund’s NAV (investor assets) with the manager’s economic interest. A better check is whether the source explains ownership in the management company, plus a separate line for Akre’s personal co-investment (if any) and other assets. If the methodology treats the $11.8B fund net assets as if they were his, the resulting figure will usually be inflated.
How can I verify a Charles Akre net worth estimate instead of trusting a single number?
Use the same “asset minus liabilities” lens, then stress-test assumptions. Start with (1) estimated value of the management business, (2) estimated personal co-investment value, and (3) any identifiable personal holdings like real estate. Then subtract likely liabilities such as mortgages or business-related obligations. If a site skips the liabilities step entirely, its number is closer to a gross-wealth guess than true net worth.
Does the Akre Focus Fund’s $11.8B net assets mean that’s Chuck Akre’s money?
Be careful with the SEC fund filings. Akre Focus Fund filings describe the fund’s balance sheet and NAV, not his personal net worth. The manager’s economic stake is tied to what he owns in the adviser (for example, voting-interest or indirect largest owner language in filings), plus his personal investment holdings, not to the fund investors’ net assets.
Why does changing the management fee assumption change the Charles Akre net worth estimate a lot?
Yes, if you are using an estimate-building model. Private management-company valuations often require a multiple of revenue or assets under management, plus a view of compensation and expenses. Two analysts using different fee assumptions (for example, 0.75% versus 1%) or different valuation multiples can land far apart, even with identical AUM inputs.
What red flags should I watch for when reading Charles Akre net worth estimates online?
Look for whether the source updates within the last 12 months and whether it cites the ownership and revenue inputs it uses. If the number is presented without a clearly stated methodology, without separating fund assets from personal stakes, or without showing the ownership basis, it should be treated as a low-confidence guess.
Which public documents are most useful if I want to rebuild the estimate from scratch?
Form ADV Part 1 usually provides the clearest periodic AUM figure for the adviser, which helps anchor fee-revenue reasoning. Then you can compare that to fund documents for evidence of the manager’s roles and stakes. For net worth, the key is tying AUM to fee economics and then to ownership, not just reporting AUM by itself.
What are the biggest unknowns that prevent an exact Charles Akre net worth figure?
The article’s range is constrained by a lack of confirmed personal financial disclosure. That means the biggest unknown is his current personal co-investment amount and any personal debt or other holdings. If either of those has shifted substantially since the last reliable reference point, the true net worth could sit outside what a purely model-based range predicts.
Is it safe to use public-company style valuation logic for a private firm like Akre Capital?
If you see a number that looks “too neat,” check whether it assumes he owns the entire fund or uses public-market style capitalization. Because the adviser is a private LLC, there is typically no single market cap figure, and using public-company methods can mislead unless the methodology explicitly translates the private structure into an equivalent valuation.
Do the assets shown in Charles T. Akre’s private foundation filings affect his personal net worth?
If you are tracing charitable activity, the Form 990-PF filings for his related foundations can show assets held by the foundations and can indicate his role as president. But foundation assets are generally not his personal assets, so you should not treat their reported values as personal net worth.
Why might a “current” Charles Akre net worth figure actually be based on old data?
Many sources forget timing. Returns, AUM, and fee structures change year to year, so an estimate built from older AUM or an older co-investment value may be materially outdated. A quick sanity check is whether the estimate uses the latest AUM and whether it acknowledges that personal co-investment amounts are not continuously updated publicly.