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 registered investment adviser formed in 2016 and organized as an LLC. The firm serves both individual and family clients as well as institutional investors, and it offers financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Dudley is not positioned as an ESG-focused manager, does not operate as a multi-state adviser, and does not describe itself as a capital allocator or pension consultant.
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 2
Philip 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 35Active vs passive
$25.5M in ETFs
58%
$14.8M
33%
$10.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BLUEROCK PRIVATE REAL ESTATE FUND (BPRE) | $1.9M | 143,381 | 7.31% |
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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