DUDLEY CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- MIDDLEBURG, Virginia
- CRD number
- 282958
- Registered since
- July 25, 2016
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.37%
- Individuals4.17%
- Corporations / Businesses3.06%
- Charitable Organizations3%
- Pension & Profit Sharing Plans1.41%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Dudley Capital Management LLC is an independent, SEC-registered RIA organized as an LLC and operating since 2016. Ownership is individual-led and the firm serves both individual/family and institutional clients. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage-of-AUM model alongside hourly and fixed-fee engagements. The firm does not self-identify as an active ESG investor and is not listed as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Public Funds/Mutual Funds13%
- US Government Bonds5%
- Cash & Cash Equivalents4%
- Private Funds2%
Contacts
2 of 2PHILIP DUDLEY
Board MemberCRD 4392990
THOMAS DUDLEY
Client Relationship ManagerCRD 72621
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$23.5M in ETFs
53%
$12.4M
36%
$11.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BLUEROCK PRIVATE REAL ESTATE FUND (BPRE) | $2.1M | 128,403 | 9.06% |
Location
MIDDLEBURG, VA
LOUDOUN
Location
MIDDLEBURG, VA
Headquartered in MIDDLEBURG, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- LOUDOUN
- Address
- 115 The Plains Rd
- Time zone
- ET (UTC-5)
- Office locations
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