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, privately owned registered investment adviser that began its SEC registration in 2016. Structured as a limited liability company with an individual owner, the firm serves both individuals and families as well as institutional clients. Its advisory practice centers on financial planning and discretionary portfolio management for individuals and small businesses, and it charges clients via asset-based fees as well as hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$25.3M in ETFs
60%
$15.1M
32%
$10.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BLUEROCK PRIVATE REAL ESTATE FUND (BPRE) | $1.9M | 148,112 | 7.35% |
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
Similar firms
Wiseman & Associates Wealth Management
RIAMiddleburg, VA
The Hoerner Planning Group, LLC
RIAMiddleburg, VA
Akre Capital Management, LLC
RIAMiddleburg, VA
Birks Financial Corp.
RIAHerndon, VA
Legacy Wealth Management Group, Inc.
RIALynchburg, VA
Preston Wealth Advisors, LLC
RIAReston, VA