Hudson Advisor Services provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, insurance, tax planning, and tax preparation. Financial planning was provided to 1–10 clients last fiscal year.
Hudson Advisor Services reports 286 clients. They include 139 high-net-worth individuals, 120 individual clients and 13 state or municipal government entities. Of its assets, 91.9% ($285M across 509 accounts) are managed with discretion; $25.1M across 76 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 42% | 7% |
| High-net-worth individuals | 49% | 91% |
| Pension and profit-sharing plans | 2% | <1% |
| Charitable organizations | 3% | 1% |
| State or municipal government entities | 5% | <1% |
| Other client typesCorporations and other businesses | Not reported | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 120 | $21.2M | 6.8% | $176K |
| High-net-worth individuals | 139 | $282M | 91.0% | $2.03M |
| Pension and profit-sharing plans | 6 | $1.79M | 0.6% | $299K |
| Charitable organizations | 8 | $4.5M | 1.4% | $562K |
| State or municipal government entities | 13 | $378K | 0.1% | $29.1K |
| Corporations and other businesses | Fewer than 5 | $16.1K | 0.0% | — |
| Total | 286 | $310M | 100% | — |
- Clients
- 120
- Regulatory AUM
- $21.2M
- AUM share
- 6.8%
- Avg. per client
- $176K
- Clients
- 139
- Regulatory AUM
- $282M
- AUM share
- 91.0%
- Avg. per client
- $2.03M
- Clients
- 6
- Regulatory AUM
- $1.79M
- AUM share
- 0.6%
- Avg. per client
- $299K
- Clients
- 8
- Regulatory AUM
- $4.5M
- AUM share
- 1.4%
- Avg. per client
- $562K
- Clients
- 13
- Regulatory AUM
- $378K
- AUM share
- 0.1%
- Avg. per client
- $29.1K
- Clients
- Fewer than 5
- Regulatory AUM
- $16.1K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 286
- Regulatory AUM
- $310M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Hudson Advisor Services charges up to 1.00% a year for its Investment management services. The fee is billed in arrears, is negotiable and requires an account of at least $1,000,000.
Fee details and sources
Jeremy Hudson owns 25% to 50% of Hudson Advisor Services. The leadership team of Hudson Advisor Services includes President William Hudson and Chief Compliance Officer Jeremy Hudson. It has 6 employees.
Leadership
William HudsonPresident, Co-Managing Partner, Co-CIO
Jeremy HudsonCo-Managing Partner, Co-CIO, Chief Compliance Officer- David BurrowsInvestment Adviser
Evan CoppolaCo-Managing Partner, Co-CIO
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- David Dennis Burrows
- Evan John Coppola
- Jeremy Conrad Hudson
- William Norton Hudson III
- Michael Patrick McGee
Staff
- 6 employees
- 6 in advisory functions
- 4 state-registered reps
- Owns 25% to 50% of Hudson Advisor Services, Inc.
Jeremy Hudson
Control person · since January 2025
- Owns 25% to 50% of Hudson Advisor Services, Inc.
Evan Coppola
Control person · since January 2025
- Owns 25% to 50% of Hudson Advisor Services, Inc.
William Hudson
Control person · since January 2025
Hudson Advisor Services’ regulatory assets grew from $239M (March 2021) to $310M (April 2026); clients rose from 250 to 286 and employees fell from 7 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $310M | 286 | 6 | 3 |
| July 2025 | $312M | 323 | 6 | 3 |
| April 2024 | $256M | 279 | 5 | 3 |
| March 2023 | $226M | 301 | 5 | 3 |
| March 2022 | $279M | 254 | 7 | 3 |
| March 2021 | $239M | 250 | 7 | 3 |
Besides its headquarters, Hudson Advisor Services has 2 offices (1 private residence, listed without an address), with 2 listed addresses in Florida and New York.
Florida · 1 listed address
- 4445 North Hwy A-1-A, Vero Beach
New York · 1 listed address
- 237 Main Street, Suite 600, BuffaloHQ
Contact and registration details
- Legal name
- Hudson Advisor Services, Inc.
- Headquarters
- 237 Main Street, Suite 600, Buffalo, NY 14203
- Website
- hudsonadvisors.com
- Phone
- 716-803-6587
- SEC file
- 801-54763
- Founded
- 1994
- Structure
- New York corporation
- Fiscal year end
- December
Hudson Advisor Services uses Fidelity ($221M, 84%) and Charles Schwab ($42.6M, 16%) as custodians for its separately managed accounts. Hudson Advisor Services has custody of $266M in client assets for 234 clients.
- FidelityFidelity Distributors Company LLC · Smithfield, RI · $221M84%
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $42.6M16%
At year end, Hudson Advisor Services’ separately managed accounts were mostly in stocks (75%) and funds (12%).
What the accounts hold
- Stocks75%
- Funds12%
- Registered funds11%
- Pooled vehicles1%
- Bonds3%
- State and local bonds2%
- U.S. government and agency bonds1%
- Cash7%
- Other5%
- Private placements5%
How many clients does Hudson Advisor Services have?
Hudson Advisor Services has 286 clients and manages $310 million for them, as of April 2026. They include 139 high-net-worth individuals, 120 individual clients and 13 state or municipal government entities.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 April 2026
What services does Hudson Advisor Services offer?
Hudson Advisor Services provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, insurance, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Hudson Advisor Services charge?
Hudson Advisor Services charges up to 1.00% a year for its Investment management services. The fee is billed in arrears, is negotiable and requires an account of at least $1,000,000.
Source: HUDSON ADVISOR SERVICES ADV PART 2A (MARCH 30, 2026), filed 31 March 2026
Which custodians does Hudson Advisor Services use?
Hudson Advisor Services’ separately managed account assets are held at Fidelity Distributors Company LLC (Smithfield, RI), with $221M and Charles Schwab & Co., Inc. (Omaha, NE), with $42.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 April 2026
How many financial advisors does Hudson Advisor Services have?
Hudson Advisor Services has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Hudson Advisor Services invest in?
At the end of its last fiscal year, Hudson Advisor Services’ separately managed accounts held 75% exchange-traded equities, 11% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents, 5% other, 2% state and local bonds, 1% U.S. government and agency bonds and 1% pooled vehicles (private funds and similar). The 5% other category is described as: Private Placements.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Hudson Advisor Services have a minimum investment?
Yes, Hudson Advisor Services’ minimum account size for its Investment management services is $1M.
Source: HUDSON ADVISOR SERVICES ADV PART 2A (MARCH 30, 2026), filed 31 March 2026
Who owns Hudson Advisor Services?
Hudson Advisor Services’ direct owners are Jeremy Hudson, Evan Coppola and William Hudson, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 17 April 2026
How does Hudson Advisor Services get paid?
Hudson Advisor Services is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Hudson Advisor Services?
Hudson Advisor Services’ main office is at 237 Main Street, Suite 600, Buffalo, NY 14203. Its phone number is 716-803-6587. Its website is hudsonadvisors.com.