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 |
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Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 2 |
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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 |
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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 |
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Compensation | % of AUMHourly chargesFixed fees |
Principal Office
115 THE PLAINS ROADSUITE 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
P*****@****************M
(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
RAUM, Historic
No. Clients, Historic
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 | – |