{"url":"https://nivawealth.com/firms/hudson-advisor-services-107769","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/107769","regulatoryAum":310088917,"crd":"107769","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"3081923","suffix":null,"lastName":"BURROWS","firstName":"DAVID","middleName":"DENNIS"},{"crd":"6804218","suffix":null,"lastName":"COPPOLA","firstName":"EVAN","middleName":"JOHN"},{"crd":"4940731","suffix":null,"lastName":"HUDSON","firstName":"JEREMY","middleName":"CONRAD"},{"crd":"3001548","suffix":"III","lastName":"HUDSON","firstName":"WILLIAM","middleName":"NORTON"},{"crd":"3201847","suffix":null,"lastName":"McGee","firstName":"Michael","middleName":"Patrick"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-29","regulatoryAum":239450563,"clients":250,"employees":7,"offices":3},{"filedOn":"2022-03-31","regulatoryAum":278907311,"clients":254,"employees":7,"offices":3},{"filedOn":"2023-03-28","regulatoryAum":225732356,"clients":301,"employees":5,"offices":3},{"filedOn":"2024-04-08","regulatoryAum":255720431,"clients":279,"employees":5,"offices":3},{"filedOn":"2025-07-29","regulatoryAum":312223408,"clients":323,"employees":6,"offices":3},{"filedOn":"2026-04-17","regulatoryAum":310088917,"clients":286,"employees":6,"offices":3}],"secFileNumber":"801-54763","legalName":"Hudson 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Inc.","shortName":"Charles Schwab","location":"Omaha, NE","smaAssets":42641173}],"custodyNote":"Hudson Advisor Services has custody of $266M in client assets for 234 clients.","otherCustodians":[],"leadership":[{"name":"William Hudson","title":"President, Co-Managing Partner, Co-CIO","crd":"3001548"},{"name":"Jeremy Hudson","title":"Co-Managing Partner, Co-CIO, Chief Compliance Officer","crd":"4940731"},{"name":"David Burrows","title":"Investment Adviser","crd":"3081923"},{"name":"Evan Coppola","title":"Co-Managing Partner, Co-CIO","crd":"6804218"}],"ownership":[{"label":"Jeremy Hudson","detail":"Co-managing partner, co-cio, chief compliance officer in the 25% to 50% ownership band and a control person, since January 2025."},{"label":"Evan Coppola","detail":"Co-managing partner, co-cio in the 25% to 50% ownership band and a control person, since January 2025."},{"label":"William Hudson","detail":"President, co-managing partner, co-cio in the 25% to 50% ownership band and a control person, since January 2025."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":1},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"4445 North Hwy A-1-A","city":"Vero Beach"}]},{"state":"New York","offices":1,"addresses":[{"street":"237 Main Street, Suite 600","city":"Buffalo","headquarters":true}]}],"brochureServices":["insurance","tax planning","tax preparation"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"716-803-6587","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":75},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":11},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":1},{"label":"Cash and cash equivalents","percent":7},{"label":"Other","percent":5,"detail":"Private Placements"}],"privateFunds":0},"sources":{"adv1FilingDate":"17 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/107769/PDF/107769.pdf","brochureDate":"31 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038307","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Hudson Advisor Services have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Hudson Advisor Services offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Hudson Advisor Services charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Hudson Advisor Services use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Hudson Advisor Services have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Hudson Advisor Services invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Hudson Advisor Services have a minimum investment?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Hudson Advisor Services?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Hudson Advisor Services get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Hudson Advisor Services?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 17 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}