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William Kirkus Dugdale

MONTCHANIN ASSET MANAGEMENT, LLC·MONTCHANIN, Delaware
Series 65Clean record12 years registeredMONTCHANIN ASSET MANAGEMENT, LLC
10 WEST ROCKLAND ROAD, MONTCHANIN, DE 19710CRD# 4451086Firm CRD# 304367

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Kirkus Dugdale · MONTCHANIN, DE
Registration
CRD #4451086 · MONTCHANIN ASSET MANAGEMENT, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: MONTCHANIN ASSET MANAGEMENT, LLC
MONTCHANIN ASSET MANAGEMENT, LLC
Jun 2019 – Nov 2025
MONTCHANIN, DE
BELL ROCK CAPITAL, LLC
Mar 2017 – Jun 2019
MONTCHANIN, DE
MONTCHANIN ASSET MANAGEMENT, LLC
Jan 2014 – Oct 2017
MONTCHANIN, DE
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 24, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MONTCHANIN ASSET MANAGEMENT, LLC
CRD 304367 · SEC 801-124868
AUM
$108M
Regulatory assets under management
Employees
2
104 client accounts
Services offered by MONTCHANIN ASSET MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at MONTCHANIN ASSET MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does William Kirkus Dugdale offer?
William Kirkus Dugdale specializes in Investment Management, Fee-Only Advisory.
What are William Kirkus Dugdale's credentials?
William Kirkus Dugdale is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Kirkus Dugdale located?
William Kirkus Dugdale is based in MONTCHANIN, Delaware, last registered with MONTCHANIN ASSET MANAGEMENT, LLC.
How does William Kirkus Dugdale charge for services?
William Kirkus Dugdale's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONTCHANIN ASSET MANAGEMENT, LLC?
MONTCHANIN ASSET MANAGEMENT, LLC has approximately 2 employees and manages $108M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MONTCHANIN ASSET MANAGEMENT, LLC

Douglas Carpenter Mccoy
MONTCHANIN, DE

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Nearby cities in Delaware
WILMINGTON (110)GREENVILLE (18)NEWARK (12)DOVER (10)REHOBOTH BEACH (8)LEWES (5)ROCKLAND (2)DAGSBORO (2)HOCKESSIN (1)0000740272 (1)
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Research
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