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DUDLEY CAPITAL MANAGEMENT LLC
115 The Plains Road
Suite 250
Middleburg, Virginia 20117
Tel: 540-687-4600
About DUDLEY CAPITAL MANAGEMENT LLC
DUDLEY CAPITAL MANAGEMENT LLC, formally registered with the SEC as DUDLEY CAPITAL MANAGEMENT LLC. The firm was established in 07/25/2016. They have over 1 offices throughout the country.
DUDLEY CAPITAL MANAGEMENT LLC is a Middleburg, Virginia based Financial Planning firm with nearly $208,290,791 assets under management, offering retirement planning & investment advisory services to 291 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282958 |
| SEC# | 801-108148 |
| Assets Managed by Firm | $208,290,791 |
| No. of Clients | 291 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 291 | $208,290,791 |
| Individuals (other than high net worth individuals) | 34 | $9,833,483 |
| High net worth individuals | 55 | $176,624,982 |
| Pension and profit sharing plans | 1 | $3,043,308 |
| Charitable organizations | 4 | $6,439,442 |
| Corporations or other businesses | 8 | $12,349,576 |
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