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DUDLEY & SHANLEY, INC.
CRD 157515File 801-72572
APPROVED
Retail clients
Custody
Filing as of Mar 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$746.8M
Above cohort median (national)
Discretionary AUM
$746.8M
Clients
51
51 accounts
Employees
5
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 7, 2011
- Principal office
- 205 WORTH AVENUE, #311, PALM BEACH, FL, 33480-4618
- Phone
- 561-855-4742
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $746.8M
- Discretionary AUM
- $746.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 51
- Non-discretionary accounts
- 0
- Total accounts
- 51
- AUM per client
- $14.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 3 | $62.5M |
| High net worth individuals | 45 | $423.2M |
| Pooled investment vehicles | 3 | $261.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.