Dudley Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$291,664,828
Total clients
97
62% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
49
Average account size
$3,006,854
About
Dudley Capital Management LLC provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients) as well as institutional clients such as pension and profit‑sharing plans, trusts, estates, and charitable organizations. Services include ongoing investment management, stand‑alone or modular financial planning, and pension consulting intended to assist plan sponsors and participants under ERISA.
The firm constructs tailored, discretionary portfolios informed by client objectives, risk tolerance, tax circumstances, and liquidity needs, with regular monitoring and periodic rebalancing; household account aggregation is used in determining fee breakpoints. Its stated strategies include Growth & Income, Fixed Income, Balanced, an energy‑focused Master Limited Partnership (MLP) strategy, and Alternatives (including hedge funds and private equity), and the brochure discloses the firm may employ derivatives within separately managed accounts.
Noteworthy features relative to peers include a dedicated MLP/energy strategy and the provision of ERISA 3(38) discretionary fiduciary services to retirement plans, where the firm may select and replace core investment menu options for plan sponsors. The firm manages roughly $292 million across fewer than 100 accounts with a small advisory team and, in some cases, may serve as trustee or hold power of attorney for client accounts, which can affect custody and operational arrangements.
Client services
Expertise
Fee options
Up to $5,000, negotiable, may exceed $5,000 for complex services
$0 - $2,000,000: 1.00% annually (Equities) $2,000,001 - $5,000,000: 0.75% annually (Equities) $5,000,001 - $10,000,000: 0.50% annually (Equities) Greater than $10,000,000+: Negotiable (Equities) $0 - $2,000,000: 0.50% annually (Fixed Income) $2,000,001 - $5,000,000: 0.375% annually (Fixed Income) $5,000,001 - $10,000,000: 0.25% annually (Fixed Income) Greater than $10,000,000+: Negotiable (Fixed Income)
Up to $250 per hour
Account minimum: $100,000 Fee-only: Up to $250 per hour
Main office location
Dudley Capital Management LLC
115 The Plains Road, Suite 250
Middleburg VA 20117, United States
Number of offices
1
Most active in
Delaware · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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