Philip Dudley
Dudley Capital Management · Middleburg, Virginia
Philip Dudley is a fee-only financial advisor at Dudley Capital Management in Middleburg, Virginia. Dudley Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Dudley Capital Management |
|---|---|
| Based in | Middleburg, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $291.7M across 357 accounts |
| SEC registration | Investment adviser representative in TX, VA · CRD 4392990 |
| Exams passed | Series 63 (2001) · Series 65 (2002) |
| Firm size | 3 employees |
| Disclosures | None reported |
How Philip's firm compares
- Dudley Capital Management's average account is about $817,000, from its Form ADV (assets managed divided by 357 accounts).
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Questions about Philip
Is Philip Dudley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Philip holds no broker registration, and Dudley Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Philip charge for financial advice?
Philip's firm, Dudley Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Philip Dudley based?
Philip Dudley is based in Middleburg, Virginia.
Is Philip Dudley registered with the SEC?
Yes. Philip Dudley is registered as an investment adviser representative in TX and VA (CRD 4392990), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dudley Capital Management manage?
Dudley Capital Management reports $291.7M across 357 accounts in assets under management.
How do I contact Philip Dudley?
Contact details aren't on file yet. Search for Dudley Capital Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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