DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 105244
CHARLOTTESVILLE, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ATLANTIC UNION BANK | Corporation | E | yes | 05/2016 | May 20, 2019 | Apr 26, 2021 |
| ATLANTIC UNION BANKSHARES CORPORATION | Corporation | E | yes | 07/1993 | May 20, 2019 | Apr 26, 2021 |
| BARRETT, MAUREE, LYNETTE | CHIEF COMPLIANCE OFFICER | Na | yes | 01/2008 | Feb 29, 2012 | Apr 26, 2021 |
| BILKO, DAVID, G | MEMBER BOARD OF DIRECTORS | Na | yes | 05/2016 | Jun 24, 2016 | Apr 26, 2021 |
| ELLINGTON, JESSE, THOMPSON | MEMBER BOARD OF DIRECTORS | Na | yes | 05/2016 | Jun 24, 2016 | Apr 26, 2021 |
| HENEBERRY, JESSICA, DAWN | MANAGING DIRECTOR/ MEMBER BOARD OF DIRECTORS | Na | yes | 03/2018 | Mar 22, 2018 | Apr 26, 2021 |
| MCMAHON, PATRICK, E | MEMBER BOARD OF DIRECTORS | Na | yes | 05/2020 | Jun 24, 2016 | Apr 26, 2021 |
| PERESS, BENJAMIN, JOSEPH | REGIONAL MANAGING DIRECTOR / CHIEF INVESTMENT OFFICER | Na | yes | 07/2018 | Jul 17, 2018 | Apr 26, 2021 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| DIXON, HUBARD, FEINOUR & BROWN, INC. | n/a | Former SEC adviser | $1.6B | N | yes | n/a |
| ACCESS INSURANCE GROUP, LLC | n/a | n/a | n/a | N | yes | n/a |
| ATLANTIC UNION BANKSHARES CORPORATION | n/a | n/a | n/a | Y | yes | n/a |
| ATLANTIC UNION FINANCIAL CONSULTANTS, LLC | n/a | n/a | n/a | N | yes | n/a |
| JEFFREY BLATTER | n/a | n/a | n/a | N | no | n/a |
| UNION INSURANCE GROUP LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Arlington | Va | United States | 3 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2020 | Mar 31, 2021 | $893M | $879M | 11 | 8 | 1 | n/a | n/a |
| 2019 | Mar 31, 2020 | $674M | $664M | 13 | 10 | 2 | n/a | n/a |
| 2018 | Mar 25, 2019 | $749M | $745M | 12 | 9 | 2 | n/a | n/a |
| 2017 | Mar 22, 2018 | $344M | $340M | 8 | 6 | 1 | n/a | n/a |
| 2016 | Feb 22, 2017 | $311M | $311M | 7 | 7 | n/a | n/a | n/a |
| 2015 | Feb 10, 2016 | $317M | $317M | 6 | 6 | n/a | n/a | n/a |
| 2014 | Feb 20, 2015 | $347M | $347M | 7 | 6 | n/a | n/a | n/a |
| 2013 | Feb 10, 2014 | $341M | $341M | 8 | 7 | n/a | n/a | n/a |
| 2012 | Feb 21, 2013 | $281M | $281M | 8 | 7 | n/a | n/a | n/a |
| 2011 | Feb 29, 2012 | $256M | $256M | n/a | n/a | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2020 | $893M | $674M | 32.5% | $344M | 37.5% | 12 | 13 | 1 | 2 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| DIXON, HUBARD, FEINOUR & BROWN, INC. | 9 | Oct 4, 2021 | Oct 11, 2021 | CHARLOTTESVILLE, VA | Firm absorbed | RIA to RIA | 100.0% |