# Dudley Capital Management LLC

> Dudley Capital Management LLC is an SEC-registered investment advisory firm in Middleburg, VA, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 28, 2026.

- CRD: 282958
- Filed as: DUDLEY CAPITAL MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Middleburg, VA
- Filing period: October 2026
- Form ADV filing dated: April 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282958
- AdvisorCensus page: https://advisorcensus.com/firm/dudley-capital-management-llc-middleburg-va-282958

## Quick answers

**How is Dudley Capital Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Dudley Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Dudley Capital Management LLC located?**
Dudley Capital Management LLC's principal office is in Middleburg, VA, according to its Form ADV.

**Is Dudley Capital Management LLC registered with the SEC or a state?**
Dudley Capital Management LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 282958.

**How much does Dudley Capital Management LLC manage?**
Dudley Capital Management LLC reports $291,664,828 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (100% discretionary).

**How have Dudley Capital Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Dudley Capital Management LLC: Regulatory assets under management: $128,268,759 in the October 2021 data and $291,664,828 in the October 2026 data, up 127%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Dudley Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (60); individuals (other than high net worth individuals) (37); corporations or other businesses not listed above (7).

**Which custodians does Dudley Capital Management LLC use?**
Dudley Capital Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Dudley Capital Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282958

**Does Dudley Capital Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 24, 2026 says: "In general, we require a minimum of $100,000 to establish a managed account. However, in our sole discretion we may accept accounts that do not meet our minimum account requirements."

**What changed in Dudley Capital Management LLC's recent Form ADV filings?**
In the May 2026 filing data: Registered or notice-filed in NH.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> In general, we require a minimum of $100,000 to establish a managed account. However, in our sole discretion we may accept accounts that do not meet our minimum account requirements.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $291,664,828
- Discretionary: $291,664,828
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 37 | $12,151,817 |
| High net worth individuals | 60 | $257,738,707 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $4,101,875 |
| Charitable organizations | 5 | $8,751,970 |
| Corporations or other businesses not listed above | 7 | $8,920,459 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2016 (10 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, NH, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $128,268,759 | 2 | March 25, 2021 |
| October 2022 | $160,014,200 | 2 | March 23, 2022 |
| October 2023 | $180,179,537 | 2 | August 11, 2023 |
| October 2024 | $208,290,791 | 2 | March 28, 2024 |
| October 2025 | $250,498,257 | 2 | March 25, 2025 |
| October 2026 | $291,664,828 | 3 | April 28, 2026 |

Regulatory assets under management: $128,268,759 in the October 2021 data and $291,664,828 in the October 2026 data, up 127%.
Total employees: 2 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Registered or notice-filed in NH.

### April 2026
- Regulatory assets under management went from $250,498,257 to $291,664,828 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dudley Capital Management LLC (CRD 282958): Form ADV filing data as of October 2026.