Dudley Capital Management LLC

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Assets, Funds, Holdings

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Dudley Capital Management LLC
CRD #282958
SEC #801-108148
CIK #0001965760
AUM $250.5 M (2025-03-25)
Employees 2 (100% Investors, 0% Brokers)
Phone540-687-4600
Address115 The Plains Road
Middleburg, VA 20117
Source [IAPD] [EDGAR]
Total AUM ($M)
3002401801206002011201620212026
Sector Form 13F Holdings Value ($M)
Microsoft Corp 16.2
Nvidia Corp 12.3
Apple Inc 12.2
J P Morgan Chase & Co 7.2
Johnson & Johnson 6.9
Chevron Corp 6.2
Alphabet Inc 5.6
Exxon Mobil Corp 4.8
Broadcom Inc 4.3
AbbVie Inc 4.2
View All
Holdings by Sector ($M)
2502001501005002023202420252026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 31 10.9
(b) Individuals (high net worth individuals) 56 219.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 3.5
(h) Charitable organizations 0 7.6
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 7 8.9
(n) Other 0 0.0
Total 329 250.5
By Discretionary
Discretionary 329 250.5
Non-Discretionary 0 0.0
Total 329 250.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 250.5
Total 329 250.5
EDGAR Form CIK 2011 - 2025
13F-HR [0001965760]
Comparable Firms State AUM ($B)
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CA 0.3
Verisail Partners LLC
GA 0.3
Wynn Capital LLC
GA 0.3
Breakwater Investment Management LLC
WA 0.3
Arroyo Investment Group LLC
CA 0.3
Swiss USAdvisors Ltd
0.2
The Fauser Group LLC
WA 0.2
Missionpoint Partners LLC
0.2
Guardian Wealth Management Inc
IL 0.2
Spraker West Wealth Management Inc
FL 0.2
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