GILKISON & PATTERSON INVESTMENT ADVISORS, INC.
CRD #119985 SEC #801-61131 ALEXANDRIA, VA 703-931-1366
SEC Registered
Total AUM
$565.3M
Discretionary
$441.5M
Employees
10
Clients
--
Accounts
302
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 15, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANTRIM, JOHN, MASON LEE | I | DIRECTOR | NA | Control |
| ANTRIM, JOHN, MASON LEE | I | DIRECTOR | NA | Control |
| ANTRIM, JOHN, MASON LEE | I | DIRECTOR | NA | Control |
| ANTRIM, JOHN, MASON LEE | I | DIRECTOR | NA | Control |
| BOLING, JOSEPH, LANDON | I | MFC CHAIRMAN, DIRECTOR | NA | Control |
| BOLING, JOSEPH, LANDON | I | CHAIRMAN | NA | Control |
| BOLING, JOSEPH, LANDON | I | CHAIRMAN | NA | Control |
| BOLING, JOSEPH, LANDON | I | CHAIRMAN | NA | Control |
| BOLING, JOSEPH, LANDON | I | CHAIRMAN | NA | Control |
| BOLING, JOSEPH, LANDON | I | CHAIRMAN | NA | Control |
| BOLING, JOSEPH, LANDON | I | CHAIRMAN | NA | Control |
| BOLING, JOSEPH, LANDON | I | CHAIRMAN | NA | Control |
| BOLING, JOSEPH, LANDON | I | MFC CHAIRMAN, DIRECTOR | NA | Control |
| DUTY, JAMES, VANMETER | I | DIRECTOR | NA | Control |
| DUTY, JAMES, VANMETER | I | DIRECTOR | NA | Control |
| DUTY, JAMES, VANMETER | I | DIRECTOR | NA | Control |
| DUTY, JAMES, VANMETER | I | DIRECTOR | NA | Control |
| FRAZIER, ALICE, POUTASSE | I | EXECUTIVE VICE PRESIDENT, COO | NA | Control |
| FRAZIER, ALICE, POUTASSE | I | EXECUTIVE VICE PRESIDENT, CFO | NA | Control |
| FRAZIER, ALICE, POUTASSE | I | EXECUTIVE VICE PRESIDENT, CFO | NA | Control |
| FRAZIER, ALICE, POUTASSE | I | EXECUTIVE VICE PRESIDENT, CFO | NA | Control |
| FRAZIER, ALICE, POUTASSE | I | EXECUTIVE VICE PRESIDENT, CFO | NA | Control |
| GILKISON, ROBERT, CHARLES | I | DIRECTOR | NA | Control |
| GILKISON, ROBERT, CHARLES | I | DIRECTOR | NA | Control |
| JOYNES, STANLEY, K. | I | DIRECTOR | NA | Control |
| JOYNES, STANLEY, K. | I | DIRECTOR | NA | Control |
| JOYNES, STANLEY, K. | I | DIRECTOR | NA | Control |
| JOYNES, STANLEY, K. | I | DIRECTOR | NA | Control |
| LECLAIR, GARY, D | I | DIRECTOR | NA | Control |
| LECLAIR, GARY, D | I | DIRECTOR | NA | Control |
| MINOR, CLAIBORNE, W. | I | DIRECTOR | NA | Control |
| MINOR, CLAIBORNE, W. | I | DIRECTOR | NA | Control |
| MINOR, CLAIBORNE, W. | I | DIRECTOR | NA | Control |
| MINOR, CLAIBORNE, W. | I | DIRECTOR | NA | Control |
| PATTERSON, JAMES, HARTWELL | I | PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER, DIRECTOR | NA | Control |
| PATTERSON, JAMES, HARTWELL | I | PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| PATTERSON, JAMES, HARTWELL | I | PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER, DIRECTOR | NA | Control |
| PATTERSON, JAMES, HARTWELL | I | PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| PATTERSON, JAMES, HARTWELL | I | PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER, DIRECTOR | NA | Control |
| PATTERSON, JAMES, HARTWELL | I | PRESIDENT, CEO | NA | Control |
| PATTERSON, JAMES, HARTWELL | I | PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| PATTERSON, JAMES, HARTWELL | I | PRESIDENT, CEO | NA | Control |
| PATTERSON, JAMES, HARTWELL | I | PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER, DIRECTOR | NA | Control |
| RABB, RUSSELL, L. | I | DIRECTOR | NA | Control |
| RABB, RUSSELL, L. | I | DIRECTOR | NA | Control |
| RABB, RUSSELL, L. | I | DIRECTOR | NA | Control |
| RABB, RUSSELL, L. | I | DIRECTOR | NA | Control |
| SHOOK, GARY, ROSS | I | MFC PRESIDENT,DIRECTOR, SECRETARY | NA | Control |
| SHOOK, GARY, ROSS | I | DIRECTOR, SECRETARY | NA | Control |
| SHOOK, GARY, ROSS | I | DIRECTOR, SECRETARY | NA | Control |
| SHOOK, GARY, ROSS | I | MFC PRESIDENT,DIRECTOR, SECRETARY | NA | Control |
| TEALE, WILLIAM, EDWARD | I | DIRECTOR | NA | Control |
| TEALE, WILLIAM, EDWARD | I | DIRECTOR | NA | Control |
| TEALE, WILLIAM, EDWARD | I | DIRECTOR | NA | Control |
| INDEPENDENT COMMUNITY BANKSHARES, INC. | DE | SOLE SHAREHOLDER | E | Control |
| MIDDLEBURG FINANCIAL CORPORATION | DE | SOLE SHAREHOLDER | E | Control |
| MIDDLEBURG FINANCIAL CORPORATION | DE | SOLE SHAREHOLDER | E | Control |
| MIDDLEBURG FINANCIAL CORPORATION | DE | SOLE SHAREHOLDER | E | Control |
| MIDDLEBURG FINANCIAL CORPORATION | DE | SOLE SHAREHOLDER | E | Control |
| MIDDLEBURG INVESTMENT GROUP | DE | SOLE SHAREHOLDER | E | Control |
| MIDDLEBURG INVESTMENT GROUP | DE | SOLE SHAREHOLDER | E | Control |
| MIDDLEBURG INVESTMENT GROUP | DE | SOLE SHAREHOLDER | E | Control |
| MIDDLEBURG INVESTMENT GROUP | DE | SOLE SHAREHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MIDDLEBURG FINANACIAL CORPORATION | DE | MIDDLEBURG INVESTMENT GROUP | E | Control |
| MIDDLEBURG FINANACIAL CORPORATION | DE | MIDDLEBURG INVESTMENT GROUP | E | Control |
| MIDDLEBURG FINANACIAL CORPORATION | DE | MIDDLEBURG INVESTMENT GROUP | E | Control |
| MIDDLEBURG FINANACIAL CORPORATION | DE | MIDDLEBURG INVESTMENT GROUP | E | Control |
Registrations
Federal
IA
Sep 15, 2005 REGISTERED
Notice Filings (12)
CA DC FL IN MA MD MI NC NH PA TX VA
Address
1901 NORTH BEAUREGARD STREETSUITE 300
ALEXANDRIA, VA 22311-1705
USA
Phone: 703-931-1366