OLD DOMINION CAPITAL MANAGEMENT INC

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OLD Dominion Capital Management is based out of Charlottesville. OLD Dominion Capital Management is a large advisory firm with 551 clients and discretionary assets under management (AUM) of $767,144,571 (Form ADV from 2021-01-14). Their last reported 13F filing for Q1 2021 included $430,436,000 in managed 13F securities and a top 10 holdings concentration of 28.62%. OLD Dominion Capital Management's largest holding is iShares Short Treasury Bond ETF with shares held of 154,095. OLD Dominion Capital Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 82 13F filings

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03/31/2021

13F Activity

  • Market Value $430.436 Million
  • Prior Market Value $401.75 Million
  • New Purchases17 stocks
  • Additional Purchases66 stocks
  • Sold out of9 stocks
  • Reduced holdings in65 stocks
  • Top 10 Holdings % 28.62 %
  • Turnover % [1]:15.29%
  • Turnover Alt % [2]: 5.41 %
  • Time Held Top20:10.50 quarters
  • Time Held Top10:7.50 quarters
  • Time Held All:10.38 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.

03/31/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-02-16

Performance for Q4 2020: 7.03%
Performance Last 4 Quarters: 10.93%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

OLD DOMINION CAPITAL MANAGEMENT INC.
200 GARRETT STREET SUITE L
CHARLOTTESVILLE VA    22902
Country: United States

Business Phone: 434-977-1550
Fax: 434-977-8431
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: VA
Number of employees: 13
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 157,786,000
Total Number of Clients: 551
Amount of client funds and securities by related persons: 905,253
Total Number of clients from related persons: 1
Disclosures:
Data above was derived from SEC filings.

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OLD DOMINION CAPITAL MANAGEMENT INC.

ownership team - last updated 2020-07-31
Name Title Start Date Direct/Indirect % Ownership
BARRETT, MAUREE, L CHIEF COMPLIANCE OFFICER 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
OLD DOMINION CAPITAL MANAGEMENT INC. CHIEF COMPLIANCE OFFICER direct 2008-01-01
ATLANTIC UNION BANK CORPORATION 05/01/2016 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
Gorman, Rob MEMBER BOARD OF DIRECTORS 05/01/2016 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 05/01/2016 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 05/01/2016 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
HENEBERRY, JESSICA, DAWN MANAGING DIRECTOR/ MEMBER BOARD OF DIRECTORS 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
OLD DOMINION CAPITAL MANAGEMENT INC. MANAGING DIRECTOR/ MEMBER BOARD OF DIRECTORS direct 2018-03-01
PERESS, BENJAMIN, JOSEPH REGIONAL MANAGING DIRECTOR / CHIEF INVESTMENT OFFICER 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
PERESS INVESTMENT ADVISORS LTD PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER, DIRECTOR & SHAREHOLDER direct 1999-08-01
OUTFITTER FINANCIAL CORP. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2005-06-01
NYE PARNELL & EMERSON CAPITAL MANAGEMENT INC SENIOR PORTFOLIO MANAGER direct 1999-08-01 2001-04-30
PERESS INVESTMENT ADVISORS LTD PRESIDENT, DIRECTOR, SHAREHOLDER OF APPLICANT direct 1999-08-01 2001-04-30
NYE PARNELL & EMERSON CAPITAL MANAGEMENT INC VICE PRESIDENT, SENIOR PORTFOLIO MANAGER direct 1999-08-01 2004-08-09
PERESS INVESTMENT ADVISORS LTD PRESIDENT, DIRECTOR, SHAREHOLDER direct 1999-08-01 2005-08-26
OUTFITTER FINANCIAL CORP. PRESIDENT, CHIEF COMPLAINCE OFFICER indirect 1999-12-01 2006-03-21
OUTFITTER FINANCIAL CORP. PRESIDENT, CHIEF COMPLAINCE OFFICER direct 2005-06-01 2006-03-21
OUTFITTER FINANCIAL CORP. PRESIDENT, CHIEF COMPLIANCE OFFICER indirect 1999-12-01 2011-02-28
OUTFITTER FINANCIAL CORP. PRESIDENT, CHIEF COMPLIANCE OFFICER indirect 1999-12-01 2013-02-28
ATLANTIC UNION BANKSHARES CORPORATION CORPORATION ATLANTIC UNION BANK 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

OLD DOMINION CAPITAL MANAGEMENT INC.

ownership team - last updated 2020-06-25
Name Title Start Date Direct/Indirect % Ownership
BARRETT, MAUREE, L CHIEF COMPLIANCE OFFICER 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
OLD DOMINION CAPITAL MANAGEMENT INC. CHIEF COMPLIANCE OFFICER direct 2008-01-01
ATLANTIC UNION BANK CORPORATION 05/01/2016 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
Gorman, Rob MEMBER BOARD OF DIRECTORS 05/01/2016 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 05/01/2016 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 05/01/2016 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
HENEBERRY, JESSICA, DAWN MANAGING DIRECTOR/ MEMBER BOARD OF DIRECTORS 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
OLD DOMINION CAPITAL MANAGEMENT INC. MANAGING DIRECTOR/ MEMBER BOARD OF DIRECTORS direct 2018-03-01
PERESS, BENJAMIN, JOSEPH REGIONAL MANAGING DIRECTOR / CHIEF INVESTMENT OFFICER 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
PERESS INVESTMENT ADVISORS LTD PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER, DIRECTOR & SHAREHOLDER direct 1999-08-01
OUTFITTER FINANCIAL CORP. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2005-06-01
NYE PARNELL & EMERSON CAPITAL MANAGEMENT INC SENIOR PORTFOLIO MANAGER direct 1999-08-01 2001-04-30
PERESS INVESTMENT ADVISORS LTD PRESIDENT, DIRECTOR, SHAREHOLDER OF APPLICANT direct 1999-08-01 2001-04-30
NYE PARNELL & EMERSON CAPITAL MANAGEMENT INC VICE PRESIDENT, SENIOR PORTFOLIO MANAGER direct 1999-08-01 2004-08-09
PERESS INVESTMENT ADVISORS LTD PRESIDENT, DIRECTOR, SHAREHOLDER direct 1999-08-01 2005-08-26
OUTFITTER FINANCIAL CORP. PRESIDENT, CHIEF COMPLAINCE OFFICER indirect 1999-12-01 2006-03-21
OUTFITTER FINANCIAL CORP. PRESIDENT, CHIEF COMPLAINCE OFFICER direct 2005-06-01 2006-03-21
OUTFITTER FINANCIAL CORP. PRESIDENT, CHIEF COMPLIANCE OFFICER indirect 1999-12-01 2011-02-28
OUTFITTER FINANCIAL CORP. PRESIDENT, CHIEF COMPLIANCE OFFICER indirect 1999-12-01 2013-02-28
ATLANTIC UNION BANKSHARES CORPORATION CORPORATION ATLANTIC UNION BANK 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

OLD DOMINION CAPITAL MANAGEMENT INC.

ownership team - last updated 2020-03-31
Name Title Start Date Direct/Indirect % Ownership

OLD DOMINION CAPITAL MANAGEMENT INC.

ownership team - last updated 2019-10-25
Name Title Start Date Direct/Indirect % Ownership
BARRETT, MAUREE, L CHIEF COMPLIANCE OFFICER 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
OLD DOMINION CAPITAL MANAGEMENT INC. CHIEF COMPLIANCE OFFICER direct 2008-01-01
ATLANTIC UNION BANK CORPORATION 05/01/2016 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
Gorman, Rob MEMBER BOARD OF DIRECTORS 05/01/2016 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 05/01/2016 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 05/01/2016 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 05/01/2016 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
HENEBERRY, JESSICA, DAWN MANAGING DIRECTOR/ MEMBER BOARD OF DIRECTORS 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
OLD DOMINION CAPITAL MANAGEMENT INC. MANAGING DIRECTOR/ MEMBER BOARD OF DIRECTORS direct 2018-03-01
PERESS, BENJAMIN, JOSEPH REGIONAL MANAGING DIRECTOR / CHIEF INVESTMENT OFFICER 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
PERESS INVESTMENT ADVISORS LTD PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER, DIRECTOR & SHAREHOLDER direct 1999-08-01
OUTFITTER FINANCIAL CORP. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2005-06-01
NYE PARNELL & EMERSON CAPITAL MANAGEMENT INC SENIOR PORTFOLIO MANAGER direct 1999-08-01 2001-04-30
PERESS INVESTMENT ADVISORS LTD PRESIDENT, DIRECTOR, SHAREHOLDER OF APPLICANT direct 1999-08-01 2001-04-30
NYE PARNELL & EMERSON CAPITAL MANAGEMENT INC VICE PRESIDENT, SENIOR PORTFOLIO MANAGER direct 1999-08-01 2004-08-09
PERESS INVESTMENT ADVISORS LTD PRESIDENT, DIRECTOR, SHAREHOLDER direct 1999-08-01 2005-08-26
OUTFITTER FINANCIAL CORP. PRESIDENT, CHIEF COMPLAINCE OFFICER indirect 1999-12-01 2006-03-21
OUTFITTER FINANCIAL CORP. PRESIDENT, CHIEF COMPLAINCE OFFICER direct 2005-06-01 2006-03-21
OUTFITTER FINANCIAL CORP. PRESIDENT, CHIEF COMPLIANCE OFFICER indirect 1999-12-01 2011-02-28
OUTFITTER FINANCIAL CORP. PRESIDENT, CHIEF COMPLIANCE OFFICER indirect 1999-12-01 2013-02-28
ATLANTIC UNION BANKSHARES CORPORATION CORPORATION ATLANTIC UNION BANK 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

OLD DOMINION CAPITAL MANAGEMENT INC.

ownership team - last updated 2019-05-21
Name Title Start Date Direct/Indirect % Ownership
BARRETT, MAUREE, L CHIEF COMPLIANCE OFFICER 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
OLD DOMINION CAPITAL MANAGEMENT INC. CHIEF COMPLIANCE OFFICER direct 2008-01-01
ATLANTIC UNION BANK CORPORATION 05/01/2016 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
Gorman, Rob MEMBER BOARD OF DIRECTORS 05/01/2016 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 05/01/2016 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 05/01/2016 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 05/01/2016 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
HENEBERRY, JESSICA, DAWN MANAGING DIRECTOR/ MEMBER BOARD OF DIRECTORS 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
OLD DOMINION CAPITAL MANAGEMENT INC. MANAGING DIRECTOR/ MEMBER BOARD OF DIRECTORS direct 2018-03-01
PERESS, BENJAMIN, JOSEPH REGIONAL MANAGING DIRECTOR / CHIEF INVESTMENT OFFICER 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
PERESS INVESTMENT ADVISORS LTD PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER, DIRECTOR & SHAREHOLDER direct 1999-08-01
OUTFITTER FINANCIAL CORP. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2005-06-01
NYE PARNELL & EMERSON CAPITAL MANAGEMENT INC SENIOR PORTFOLIO MANAGER direct 1999-08-01 2001-04-30
PERESS INVESTMENT ADVISORS LTD PRESIDENT, DIRECTOR, SHAREHOLDER OF APPLICANT direct 1999-08-01 2001-04-30
NYE PARNELL & EMERSON CAPITAL MANAGEMENT INC VICE PRESIDENT, SENIOR PORTFOLIO MANAGER direct 1999-08-01 2004-08-09
PERESS INVESTMENT ADVISORS LTD PRESIDENT, DIRECTOR, SHAREHOLDER direct 1999-08-01 2005-08-26
OUTFITTER FINANCIAL CORP. PRESIDENT, CHIEF COMPLAINCE OFFICER indirect 1999-12-01 2006-03-21
OUTFITTER FINANCIAL CORP. PRESIDENT, CHIEF COMPLAINCE OFFICER direct 2005-06-01 2006-03-21
OUTFITTER FINANCIAL CORP. PRESIDENT, CHIEF COMPLIANCE OFFICER indirect 1999-12-01 2011-02-28
OUTFITTER FINANCIAL CORP. PRESIDENT, CHIEF COMPLIANCE OFFICER indirect 1999-12-01 2013-02-28
ATLANTIC UNION BANKSHARES CORPORATION CORPORATION ATLANTIC UNION BANK 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

OLD DOMINION CAPITAL MANAGEMENT INC.

ownership team - last updated 2019-03-25
Name Title Start Date Direct/Indirect % Ownership
CHILDRESS, JAMES, MICHAEL MANAGING DIRECTOR / MEMBER BOARD OF DIRECTORS 01/01/1989 Direct less than 5%
Fund Name Position direct/indirect start date end date
OLD DOMINION CAPITAL MANAGEMENT INC. MANAGING DIRECTOR / MEMBER BOARD OF DIRECTORS direct 1989-01-01
OLD DOMINION CAPITAL MANAGEMENT INC. CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR direct 1989-01-01 2007-08-28
OLD DOMINION CAPITAL MANAGEMENT INC. MANAGING DIRECTOR direct 1989-01-01 2016-02-10
BARRETT, MAUREE, L CHIEF COMPLIANCE OFFICER 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
OLD DOMINION CAPITAL MANAGEMENT INC. CHIEF COMPLIANCE OFFICER direct 2008-01-01
UNION BANK & TRUST CORPORATION 05/01/2016 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
Gorman, Rob MEMBER BOARD OF DIRECTORS 05/01/2016 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 05/01/2016 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 05/01/2016 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 05/01/2016 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
HENEBERRY, JESSICA, DAWN MANAGING DIRECTOR/ MEMBER BOARD OF DIRECTORS 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
OLD DOMINION CAPITAL MANAGEMENT INC. MANAGING DIRECTOR/ MEMBER BOARD OF DIRECTORS direct 2018-03-01
PERESS, BENJAMIN, JOSEPH REGIONAL MANAGING DIRECTOR / CHIEF INVESTMENT OFFICER 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
PERESS INVESTMENT ADVISORS LTD PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER, DIRECTOR & SHAREHOLDER direct 1999-08-01
OUTFITTER FINANCIAL CORP. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2005-06-01
NYE PARNELL & EMERSON CAPITAL MANAGEMENT INC SENIOR PORTFOLIO MANAGER direct 1999-08-01 2001-04-30
PERESS INVESTMENT ADVISORS LTD PRESIDENT, DIRECTOR, SHAREHOLDER OF APPLICANT direct 1999-08-01 2001-04-30
NYE PARNELL & EMERSON CAPITAL MANAGEMENT INC VICE PRESIDENT, SENIOR PORTFOLIO MANAGER direct 1999-08-01 2004-08-09
PERESS INVESTMENT ADVISORS LTD PRESIDENT, DIRECTOR, SHAREHOLDER direct 1999-08-01 2005-08-26
OUTFITTER FINANCIAL CORP. PRESIDENT, CHIEF COMPLAINCE OFFICER indirect 1999-12-01 2006-03-21
OUTFITTER FINANCIAL CORP. PRESIDENT, CHIEF COMPLAINCE OFFICER direct 2005-06-01 2006-03-21
OUTFITTER FINANCIAL CORP. PRESIDENT, CHIEF COMPLIANCE OFFICER indirect 1999-12-01 2011-02-28
OUTFITTER FINANCIAL CORP. PRESIDENT, CHIEF COMPLIANCE OFFICER indirect 1999-12-01 2013-02-28
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

OLD DOMINION CAPITAL MANAGEMENT INC.

ownership team - last updated 2017-11-13
Name Title Start Date Direct/Indirect % Ownership
CHILDRESS, JAMES, MICHAEL MANAGING DIRECTOR / MEMBER BOARD OF DIRECTORS 01/01/1989 Direct less than 5%
Fund Name Position direct/indirect start date end date
OLD DOMINION CAPITAL MANAGEMENT INC. MANAGING DIRECTOR / MEMBER BOARD OF DIRECTORS direct 1989-01-01
OLD DOMINION CAPITAL MANAGEMENT INC. CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR direct 1989-01-01 2007-08-28
OLD DOMINION CAPITAL MANAGEMENT INC. MANAGING DIRECTOR direct 1989-01-01 2016-02-10
BARRETT, MAUREE, L CHIEF COMPLIANCE OFFICER 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
OLD DOMINION CAPITAL MANAGEMENT INC. CHIEF COMPLIANCE OFFICER direct 2008-01-01
UNION BANK & TRUST CORPORATION 05/01/2016 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
Gorman, Rob MEMBER BOARD OF DIRECTORS 05/01/2016 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 05/01/2016 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 05/01/2016 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 05/01/2016 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

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