CRD: 282958
Dudley Capital Management LLC
$291.7M Total AUM
$291.7M Disc. AUM
-- 3Y CAGR
3 Employees
110 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Element
- Established Date
- 07-25-2016
- Office Locations
- 1
Office Locations
115 THE Plains Road Suite 250 Middleburg VA
About Dudley Capital Management LLC
Dudley Asset Management, Inc. is a CFP-led advisory founded in 2002 serving individuals and small business owners with comprehensive investment management plus retirement and estate planning. Public profile data suggests an ETF-heavy portfolio approach and custody via Fidelity/NFS, and the firm publishes a quarterly client letter—useful for distribution due diligence.
Team overview
-- AVG AGE
$145.8M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
8.4 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Zenith legacy Unison harbor Unison vital Optima Peak pioneer Wave crest Momentum unison
Client Personas
Pathway wave
Custodian
Momentum Harbor
Investment Themes
Eagle
Investment Vehicles
Radial
Platform
Wave foundation
Services
Optima foundation Pioneer zenith Fusion quantum Capital Matrix Vertex Glacier Eagle
Technology
Beacon
Owner & Executives
P
PHILIP ROWLAND CHURCH DUDLEY
Chief Compliance Officer, Managing Partner
- CRD
- #4392990
- Ownership
- 75% or more
(252) 536-6064
harbor.insight@catalystcapital.com
in linkedin.com/in/quantum-horizon
T
THOMAS U DUDLEY II
Managing Partner, Owner
- CRD
- #72621
- Ownership
- Less than 5%
(763) 797-4033
eagle.catalyst@frontiercapital.com
in linkedin.com/in/oak-element
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $291,664,828 | $816,988 |
| Non-Discretionary | $0 | -- |
| Total | $291,664,828 | $816,988 |
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Separately Managed Accounts
Total SMA Asset: $291,664,828
Equity - Exchange:
5.9% Public Funds:
20.9% U.S. Government/Agency:
19.5% Cash:
22.0% Private Funds:
26.1% Municipal Bonds:
5.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $421,433,079 | 5.9% |
| Public Funds | $1,492,873,112 | 20.9% |
| U.S. Government/Agency | $1,392,872,042 | 19.5% |
| Cash | $1,571,445,381 | 22.0% |
| Private Funds | $1,864,305,656 | 26.1% |
| Municipal Bonds | $400,004,278 | 5.6% |
| Total | $7,142,933,548 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER FOUNDATION | OPTIMA FUSION | NY2H5ISMT | DKDUN | 6.19% | $20,333,128 |
| VITAL WAVE | TIMBER UNISON | 8A5IH72PN | TPXQ | 9.81% | $119,422,885 |
| FRONTIER FOUNDATION VECTOR | HORIZON FRONTIER | BK6UAUVBV | ZLMHS | 9.67% | $84,781,543 |
| HORIZON WAVE | MOMENTUM MOMENTUM | I143IY0GR | CCQI | 9.77% | $11,493,474 |
| FOUNDATION INSIGHT | DELTA OPTIMA | 6G0XYGOTT | JLCRX | 3.11% | $112,055,090 |
| CAPITAL ATLAS | HORIZON OPTIMA | 6M6POP0HB | PWEQJ | 6.77% | $105,770,779 |
| QUANTUM ELEMENT | OAK EMBER | GLQ0CWYEF | SUGI | 5.13% | $114,568,357 |
| PIONEER EMBER VALUE | INSIGHT CATALYST | 0NLFRMWWI | GCKO | 8.89% | $55,742,410 |