DIXON HUBARD FEINOUR & BROWN INC

HTTP://WW.DHFB.COM ROANOKE, VA Investment Advisor How do I update this listing?

Also known as:

  • DIXON HUBARD & FEINOUR INC/VA

Dixon Hubard Feinour & Brown is based out of Roanoke. Dixon Hubard Feinour & Brown is a large advisory firm with 594 clients and discretionary assets under management (AUM) of $521,172,712 (Form ADV from 2018-09-01). Their last reported 13F filing for Q1 2019 included $331,651,000 in managed 13F securities and a top 10 holdings concentration of 29.23%. Dixon Hubard Feinour & Brown's largest holding is Apple Inc with shares held of 68,608. Whalewisdom has at least 75 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $331.651 Million
  • Prior Market Value $270.045 Million
  • New Purchases17 stocks
  • Additional Purchases68 stocks
  • Sold out of5 stocks
  • Reduced holdings in43 stocks
  • Top 10 Holdings % 29.23 %
  • Turnover % [1]:12.57%
  • Turnover Alt % [2]: 9.95 %
  • Time Held Top20:7.45 quarters
  • Time Held Top10:3.80 quarters
  • Time Held All:26.93 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 2.88%
Performance Last 4 Quarters: 1.56%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2002-03-31 - 13F-HR (Subscription required)
  • 2001-12-31 - 13F-HR (Subscription required)
  • 2001-09-30 - 13F-HR (Subscription required)
  • 2001-06-30 - 13F-HR (Subscription required)
  • 2001-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

DIXON, HUBARD, FEINOUR & BROWN, INC.
601 S JEFFERSON STREET SUITE 410
ROANOKE VA    24011-2414
Country: United States

Business Phone: 540-343-9903
Fax: 540-343-7684
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: VA
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 148,874,000
Total Number of Clients: 594
Amount of client funds and securities by related persons: 686,275
Total Number of clients from related persons: 2
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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DIXON, HUBARD, FEINOUR & BROWN, INC.

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
HUBARD, WILLIAM, STEBBINS MANAGING DIRECTOR 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIXON, HUBARD, FEINOUR & BROWN, INC. VICE PRESIDENT & SECRETARY direct 2004-09-01
DIXON HUBARD & FEINOUR INC VICE PRESIDENT & SECRETARY direct 1985-02-01 2005-03-31
DIXON, HUBARD, FEINOUR & BROWN, INC. CHIEF COMPLIANCE OFFICER direct 2004-09-01 2013-10-22
FEINOUR, EDWIN, ROBERT MANAGING DIRECTOR 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIXON HUBARD & FEINOUR INC EXECUTIVE VICE-PRESIDENT direct 1988-07-01
GRACE, JONATHON, EDWIN CHIEF COMPLIANCE OFFICER 11/01/2000 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIXON, HUBARD, FEINOUR & BROWN, INC. VICE PRESIDENT & CCO & CISO direct 2000-11-01
DIXON HUBARD & FEINOUR INC VICE PRESIDENT & OPERATIONS MANAGER direct 2000-11-01 2013-10-22
DIXON, HUBARD, FEINOUR & BROWN, INC. VICE PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2000-11-01 2016-06-20
BROWN, CHARLES, WHITNEY LEAD MANAGING DIRECTOR / MEMBER BOARD OF DIRECTORS 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIXON, HUBARD, FEINOUR & BROWN, INC. PRESIDENT & TREASURER direct 2000-11-01
DIXON HUBARD & FEINOUR INC VICE PRESIDENT direct 2000-11-01 2013-10-22
HALL, JAMES, EVERETT SR. INVESTMENT COUNSELOR 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIXON, HUBARD, FEINOUR & BROWN, INC. NEW BUSINESS DEVELOPMENT OFFICER direct 2013-01-01
UNION BANK & TRUST CORPORATION 04/01/2018 Direct 75% or more
Fund Name Position direct/indirect start date end date
OLD DOMINION CAPITAL MANAGEMENT INC. CORPORATION indirect 1993-07-01
OLD DOMINION CAPITAL MANAGEMENT INC. CORPORATION direct 2016-05-01
DIXON, WALTER, MOORE MANAGING DIRECTOR 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIXON HUBARD & FEINOUR INC VICE PRESIDENT direct 2000-11-01 2014-02-18
Gorman, Rob MEMBER BOARD OF DIRECTORS 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
OLD DOMINION CAPITAL MANAGEMENT INC. MEMBER BOARD OF DIRECTORS direct 2016-05-01
Bilko, David MEMBER BOARD OF DIRECTORS 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
OLD DOMINION CAPITAL MANAGEMENT INC. MEMBER BOARD OF DIRECTORS direct 2016-05-01
MARTIN, ROBERT, PRESTON MEMBER BOARD OF DIRECTORS 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
OLD DOMINION CAPITAL MANAGEMENT INC. MEMBER BOARD OF DIRECTORS direct 2016-05-01
ELLINGTON, JESSE, THOMPSON MEMBER BOARD OF DIRECTORS 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
OLD DOMINION CAPITAL MANAGEMENT INC. MEMBER BOARD OF DIRECTORS direct 2016-05-01
UNION BANKSHARES CORPORATION CORPORATION UNION BANK & TRUST 07/01/1993 Indirect 75% or more
Fund Name Position direct/indirect start date end date
OLD DOMINION CAPITAL MANAGEMENT INC. CORPORATION indirect 1993-07-01
OLD DOMINION CAPITAL MANAGEMENT INC. CORPORATION direct 2016-05-01

DIXON, HUBARD, FEINOUR & BROWN, INC.

ownership team - last updated 2018-05-31
Name Title Start Date Direct/Indirect % Ownership
HUBARD, WILLIAM, STEBBINS MANAGING DIRECTOR 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIXON, HUBARD, FEINOUR & BROWN, INC. VICE PRESIDENT & SECRETARY direct 2004-09-01
DIXON HUBARD & FEINOUR INC VICE PRESIDENT & SECRETARY direct 1985-02-01 2005-03-31
DIXON, HUBARD, FEINOUR & BROWN, INC. CHIEF COMPLIANCE OFFICER direct 2004-09-01 2013-10-22
FEINOUR, EDWIN, ROBERT MANAGING DIRECTOR 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIXON HUBARD & FEINOUR INC EXECUTIVE VICE-PRESIDENT direct 1988-07-01
GRACE, JONATHON, EDWIN CHIEF COMPLIANCE OFFICER 11/01/2000 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIXON, HUBARD, FEINOUR & BROWN, INC. VICE PRESIDENT & CCO & CISO direct 2000-11-01
DIXON HUBARD & FEINOUR INC VICE PRESIDENT & OPERATIONS MANAGER direct 2000-11-01 2013-10-22
DIXON, HUBARD, FEINOUR & BROWN, INC. VICE PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2000-11-01 2016-06-20
BROWN, CHARLES, WHITNEY LEAD MANAGING DIRECTOR 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIXON, HUBARD, FEINOUR & BROWN, INC. PRESIDENT & TREASURER direct 2000-11-01
DIXON HUBARD & FEINOUR INC VICE PRESIDENT direct 2000-11-01 2013-10-22
HALL, JAMES, EVERETT SR. INVESTMENT COUNSELOR 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIXON, HUBARD, FEINOUR & BROWN, INC. NEW BUSINESS DEVELOPMENT OFFICER direct 2013-01-01
UNION BANK & TRUST CORPORATION 04/01/2018 Direct 75% or more
Fund Name Position direct/indirect start date end date
OLD DOMINION CAPITAL MANAGEMENT INC. CHIEF COMPLIANCE OFFICER direct 2008-01-01
DIXON, WALTER, MOORE MANAGING DIRECTOR 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIXON HUBARD & FEINOUR INC VICE PRESIDENT direct 2000-11-01 2014-02-18
UNION BANKSHARES CORPORATION CORPORATION UNION BANK & TRUST 07/01/1993 Indirect 75% or more
Fund Name Position direct/indirect start date end date
OLD DOMINION CAPITAL MANAGEMENT INC. CORPORATION indirect 1993-07-01
OLD DOMINION CAPITAL MANAGEMENT INC. CORPORATION direct 2016-05-01

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