DUDLEY CAPITAL MANAGEMENT LLC

Adviser information for DUDLEY CAPITAL MANAGEMENT LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 2
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 291 $208.3M
Non-Discretionary 0 $0
Total 291 $208.3M

Clients

Type Number RAUM
Individuals 34 $9.8M
HNW Individuals 55 $176.6M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $3.0M
Charitable organizations <5 $6.4M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 8 $12.3M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-108148
SEC ERA File Number 801-108148
SEC CIK Numbers 1965760
SEC CRD Numbers 282958
Legal Entity Identifier None

Principal Office

115 THE PLAINS ROAD
SUITE 250
MIDDLEBURG
VA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 540-687-4600, Fax: None

Chief Compliance Officer

PHILIP RC DUDLEY
MANAGING PARTNER
115 THE PLAINS ROAD
SUITE 250
MIDDLEBURG
VA
United States
Tel: 540 687 4600
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
DUDLEY, PHILIP, ROWLAND CHURCH Individual MANAGING PARTNER, CHIEF COMPLIANCE OFFICER 06/2016 > 75%
DUDLEY, THOMAS, U Individual MANAGING PARTNER 02/2017 < 5%

No. Employees, Historic

105020192020202120222023202420252 on 4/16/20192 on 5/9/20192 on 3/13/20202 on 6/25/20202 on 3/25/20212 on 3/23/20222 on 3/24/20232 on 8/11/20232 on 3/28/2024

RAUM, Historic

300M150M02019202020212022202320242025104878272 on 4/16/2019104878272 on 5/9/2019116437806 on 3/13/2020116437806 on 6/25/2020128268759 on 3/25/2021160014200 on 3/23/2022180179537 on 3/24/2023180179537 on 8/11/2023208290791 on 3/28/2024

No. Clients, Historic

30015002019202020212022202320242025243 on 4/16/2019243 on 5/9/201996 on 3/13/202096 on 6/25/202091 on 3/25/202194 on 3/23/202296 on 3/24/202396 on 8/11/2023102 on 3/28/2024

Holdings

From latest 13F, filed August 9th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 4M 23K
ABRDN ASIA PACIFIC INCOME FU COM 27K 10K
ADVANCED MICRO DEVICES INC COM 247K 2K
AGNC INVT CORP COM 135K 14K
AIR PRODS & CHEMS INC COM 206K 800
ALLSTATE CORP COM 590K 4K
ALPHABET INC CAP STK CL C 3M 17K
ALPHABET INC CAP STK CL A 6M 33K
ALTRIA GROUP INC COM 851K 19K
AMAZON COM INC COM 3M 16K
AMERICAN TOWER CORP NEW COM 2M 11K
APOLLO GLOBAL MGMT INC COM 354K 3K
APPLE INC COM 13M 64K
ARES MANAGEMENT CORPORATION CL A COM STK 826K 6K
AT&T INC COM 465K 24K
ATLANTIC UN BANKSHARES CORP COM 1M 36K
AUTOMATIC DATA PROCESSING IN COM 703K 3K
BERKSHIRE HATHAWAY INC DEL CL B NEW 4M 10K
BLACKSTONE INC COM 3M 25K
BLUE OWL CAPITAL CORPORATION COM 930K 61K
BOEING CO COM 640K 4K
BOOZ ALLEN HAMILTON HLDG COR CL A 441K 3K
BOSTON PROPERTIES INC COM 246K 4K
BRISTOL-MYERS SQUIBB CO COM 1M 28K
BROADCOM INC COM 2M 1K
CADENCE DESIGN SYSTEM INC COM 280K 909
CATERPILLAR INC COM 651K 2K
CHEVRON CORP NEW COM 7M 44K
CHURCHILL DOWNS INC COM 419K 3K
CISCO SYS INC COM 2M 51K
COCA COLA CO COM 3M 41K
COLGATE PALMOLIVE CO COM 534K 6K
COSTCO WHSL CORP NEW COM 1M 2K
COSTCO WHSL CORP NEW COM 2M 2K
CROWDSTRIKE HLDGS INC CL A 3M 7K
CROWDSTRIKE HLDGS INC CL A 268K 700
DEVON ENERGY CORP NEW COM 365K 8K
DISNEY WALT CO COM 312K 3K
DOW INC COM 565K 11K
EATON CORP PLC SHS 509K 2K
EATON VANCE LTD DURATION INC COM 177K 18K
EATON VANCE TAX-MANAGED DIVE COM 163K 12K
ELI LILLY & CO COM 1M 1K
ENERGY TRANSFER L P COM UT LTD PTN 193K 12K
EXXON MOBIL CORP COM 5M 47K
FIDELITY MERRIMACK STR TR TOTAL BD ETF 387K 9K
GE AEROSPACE COM NEW 1M 7K
GENERAL DYNAMICS CORP COM 1M 4K
GENUINE PARTS CO COM 2M 16K
HOME DEPOT INC COM 3M 10K
HONEYWELL INTL INC COM 800K 4K
INTEL CORP COM 311K 10K
INTERNATIONAL BUSINESS MACHS COM 2M 10K
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 506K 3K
ISHARES TR 20 YR TR BD ETF 1M 14K
ISHARES TR CORE S&P SCP ETF 2M 16K
ISHARES TR CORE MSCI EAFE 770K 11K
ISHARES TR SELECT DIVID ETF 230K 2K
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 308K 6K
JOHNSON & JOHNSON COM 7M 47K
JPMORGAN CHASE & CO. COM 5M 25K
KIMBELL RTY PARTNERS LP UNIT 164K 10K
KINDER MORGAN INC DEL COM 1M 53K
KKR & CO INC COM 317K 3K
LIGHTBRIDGE CORP COM 115K 34K
MARSH & MCLENNAN COS INC COM 213K 1K
MASTERCARD INCORPORATED CL A 3M 6K
MCDONALDS CORP COM 285K 1K
MEDTRONIC PLC SHS 1M 16K
MERCK & CO INC COM 2M 19K
META PLATFORMS INC CL A 2M 3K
MICROSOFT CORP COM 15M 33K
NETFLIX INC COM 1M 2K
NEWMONT CORP COM 856K 20K
NEXTERA ENERGY INC COM 433K 6K
NORFOLK SOUTHN CORP COM 361K 2K
NORTHROP GRUMMAN CORP COM 2M 5K
NUVEEN VIRGINIA QLTY MUNCPL COM 227K 20K
NVIDIA CORPORATION COM 13M 104K
OCCIDENTAL PETE CORP COM 221K 4K
ONEOK INC NEW COM 1M 18K
ORACLE CORP COM 262K 2K
PALO ALTO NETWORKS INC COM 225K 665
PEPSICO INC COM 2M 10K
PFIZER INC COM 2M 59K
PHILIP MORRIS INTL INC COM 1M 15K
PIMCO ETF TR ACTIVE BD ETF 1M 16K
PPG INDS INC COM 428K 3K
PROCTER AND GAMBLE CO COM 1M 7K
PROSPECT CAP CORP COM 158K 29K
QUALCOMM INC COM 2M 11K
REALTY INCOME CORP COM 302K 6K
RTX CORPORATION COM 1M 11K
SALESFORCE INC COM 1M 4K
SPDR S&P 500 ETF TR TR UNIT 346K 635
SPDR SER TR BLOOMBERG SHT TE 201K 8K
SSGA ACTIVE ETF TR SPDR TR TACTIC 1M 25K
STARBUCKS CORP COM 814K 10K
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 126K 724
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 261K 2K
TARGA RES CORP COM 464K 4K
TESLA INC COM 2M 8K
TESLA INC COM 277K 1K
TEXAS PACIFIC LAND CORPORATI COM 229K 312
THERMO FISHER SCIENTIFIC INC COM 599K 1K
TRIPLEPOINT VENTURE GROWTH B COM 97K 12K
TRUIST FINL CORP COM 634K 16K
UNION PAC CORP COM 825K 4K
UNITED PARCEL SERVICE INC CL B 268K 2K
VANGUARD INDEX FDS S&P 500 ETF SHS 833K 2K
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 212K 5K
VERIZON COMMUNICATIONS INC COM 1M 27K
VIRGINIA NATL BANKSHARES COR COM 382K 12K
VISA INC COM CL A 2M 8K
WALMART INC COM 2M 32K
WELLTOWER INC COM 633K 6K
WESTERN ASSET HIGH INCOME OP COM 118K 31K
WILLIAMS COS INC COM 1M 35K
WP CAREY INC COM 380K 7K