Dixon Hubard Feinour & Brown Inc

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Assets, Funds, Holdings

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Dixon Hubard Feinour & Brown Inc
CRD #110777
SEC #801-15740
CIK #0001014306
AUM
Employees 23 (70% Investors, 0% Brokers)
Phone540-343-9903
Address601 S Jefferson Street
Roanoke, VA 24011-2414
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
17001360102068034001999200720152024
Sector Form 13F Holdings Value ($M)
Apple Inc 35.6
Microsoft Corp 28.7
CME Group Inc 19.4
Adobe Systems Inc 15.6
AbbVie Inc 12.2
Alphabet Inc 12.2
Alphabet Inc 12.1
Williams Companies Inc 11.8
Zoetis Inc 11.8
Dominion Resources Inc /VA/ 11.1
View All
Holdings by Sector ($M)
110088066044022002012201520192023
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 590 184.4
(b) Individuals (high net worth individuals) 397 1,233.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 7 13.7
(h) Charitable organizations 23 60.2
(i) State or municipal government entities 1 0.8
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 10 31.4
(n) Other 66 82.0
Total 2,460 1,606.2
By Discretionary
Discretionary 2,381 1,594.9
Non-Discretionary 79 11.3
Total 2,460 1,606.2
By Non-United States Persons
Non-United States Persons 0.7
United States Persons 1,605.5
Total 2,460 1,606.2
EDGAR Form CIK 2011 - 2025
13F-HR [0001014306]
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