Dixon Hubard Feinour & Brown is an investment advisor in Roanoke with $1.61 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Dixon Hubard & Feinour Inc
SEC CIK
IRS number
541156665
SEC advisor number
801-15740
FINRA CRD number
110777
AUM ?
$1.61 bn
(as of 31 Mar 22)
Accounts
2,460
(as of 31 Mar 22)
Employees
23
(16 investment advisory or research)
Address
Dixon Hubard Feinour & Brown
601 S JEFFERSON STREET STE 410
P O BOX 2768
ROANOKE
VA 24001-2768
601 S JEFFERSON STREET STE 410
P O BOX 2768
ROANOKE
VA 24001-2768
Office hours
Monday - Friday, 8:30 AM TO 5:00 PM
Phone
5403439903
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Peress, Benjamin, Joseph | Regional Managing Director/chief Investment Officer | 10/2021 | < 5% |
Brown, Charles, Whitney | Lead Managing Director / Member Board of Directors | 04/2018 | < 5% |
Hall, James, Everett | Managing Director | 10/2021 | < 5% |
Atlantic Union Bank | Corporation | 04/2018 | > 75% |
Atlantic Union Bankshares Corporation | Corporation | 07/1993 | > 75% |
Martin, Robert, Preston | Managing Director | 08/2019 | < 5% |
Malla, William, Joseph | Member Board of Directors | 10/2021 | < 5% |
Barrett, Mauree, Lynette | Chief Compliance Officer | 10/2021 | < 5% |
Heneberry, Jessica, Dawn | Managing Director/member Board of Directors | 10/2021 | < 5% |
Riley, Barbara, Price | Member Board of Directors | 10/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Jan 22
13F-HR
Quarterly holdings report by institutional manager
19 Oct 21
13F-HR
Quarterly holdings report by institutional manager
23 Aug 21
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 May 21
13F-HR
Quarterly holdings report by institutional manager
11 May 21
13F-HR
Quarterly holdings report by institutional manager
12 Feb 21
13F-HR
Quarterly holdings report by institutional manager
12 Nov 20
13F-HR
Quarterly holdings report by institutional manager
31 Jul 20