Hudson Capital Advisory provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, estate planning, insurance, and tax planning. Financial planning was provided to 51–100 clients last fiscal year.
Hudson Capital Advisory reports 244 clients. They include 142 high-net-worth individuals and 102 individual clients. Of its assets, 91.2% ($299M across 511 accounts) are managed with discretion; $28.9M across 92 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 42% | 9% |
| High-net-worth individuals | 58% | 90% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | <1% |
| State or municipal government entities | Fewer than 5 | <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) | 102 | $30M | 9.2% | $294K |
| High-net-worth individuals | 142 | $296M | 90.4% | $2.09M |
| Pension and profit-sharing plans | Fewer than 5 | $902K | 0.3% | — |
| Charitable organizations | Fewer than 5 | $297K | 0.1% | — |
| State or municipal government entities | Fewer than 5 | $197K | 0.1% | — |
| Total | 244 | $328M | 100% | — |
- Clients
- 102
- Regulatory AUM
- $30M
- AUM share
- 9.2%
- Avg. per client
- $294K
- Clients
- 142
- Regulatory AUM
- $296M
- AUM share
- 90.4%
- Avg. per client
- $2.09M
- Clients
- Fewer than 5
- Regulatory AUM
- $902K
- AUM share
- 0.3%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $297K
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $197K
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 244
- Regulatory AUM
- $328M
- 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
- 51–100
Hudson Capital Advisory is paid through a percentage of assets under management, hourly charges and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Bookkeeping Services
- A fixed fee billed monthly or quarterly in arrears, typically not exceeding $500 a month; a higher fee may apply for complex work.
- Financial Planning and Consulting
- Charged at up to $350 an hour, depending on the time needed and the complexity of the client situation.
William Hudson owns 25% to 50% of Hudson Capital Advisory. The leadership team of Hudson Capital Advisory includes President William Hudson. It has 5 employees, 3 of them in advisory roles.
Leadership
William HudsonPresident and Chief Compliance Officer
Jeremy HudsonShareholder
Evan CoppolaShareholder
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
- 5 employees
- 3 in advisory functions
- Owns 25% to 50% of Hudson Capital Advisory, Inc.
William Hudson
Control person · since May 2019
- Owns 25% to 50% of Hudson Capital Advisory, Inc.
Jeremy Hudson
Control person · since January 2025
- Owns 25% to 50% of Hudson Capital Advisory, Inc.
Evan Coppola
Control person · since January 2025
Hudson Capital Advisory’s regulatory assets grew 5.7× from $57.5M (May 2021) to $328M (March 2026); clients rose from 77 to 244 and employees from 3 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $328M | 244 | 5 | 2 |
| July 2025 | $133M | 165 | 5 | 1 |
| April 2024 | $119M | 146 | 5 | 1 |
| June 2023 | $76.3M | 135 | 3 | 1 |
| June 2022 | $68.2M | 91 | 3 | 1 |
| May 2021 | $57.5M | 77 | 3 | 1 |
Besides its headquarters, Hudson Capital Advisory has 1 office, with 2 listed addresses in Florida and New York.
Florida · 1 listed address
- 4445 N A1a, Vero Beach
New York · 1 listed address
- 237 Main Street, Suite 600, BuffaloHQ
Contact and registration details
- Legal name
- Hudson Capital Advisory, Inc.
- Headquarters
- 237 Main Street, Suite 600, Buffalo, NY 14203
- Website
- hudsonadvisors.com
- Phone
- 716-277-2717
- SEC file
- 801-121466
- Structure
- Delaware corporation
- Fiscal year end
- December
Hudson Capital Advisory uses Fidelity ($181M, 65%) and Charles Schwab ($98.3M, 35%) as custodians for its separately managed accounts. Hudson Capital Advisory has custody of $239M in client assets for 373 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $181M65%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $98.3M35%
At year end, Hudson Capital Advisory’s separately managed accounts were mostly in stocks (73%) and funds (10%).
What the accounts hold
- Stocks73%
- Funds10%
- Registered funds9%
- Pooled vehicles1%
- Bonds2%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash8%
- Other6%
- Private loans/notes, private equity6%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does Hudson Capital Advisory have?
Hudson Capital Advisory has 244 clients and manages $328 million for them, as of March 2026. They include 142 high-net-worth individuals and 102 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does Hudson Capital Advisory offer?
Hudson Capital Advisory provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Hudson Capital Advisory use?
Hudson Capital Advisory’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $181M and Charles Schwab & Co., Inc. (Westlake, TX), with $98.3M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026
How many financial advisors does Hudson Capital Advisory have?
Hudson Capital Advisory has 0 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 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 Capital Advisory invest in?
At the end of its last fiscal year, Hudson Capital Advisory’s separately managed accounts held 73% exchange-traded equities, 9% registered funds (mutual funds, ETFs, BDCs), 8% cash and equivalents, 6% other, 1% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar). The 6% other category is described as: Private Loans/Notes, Private Equity.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Hudson Capital Advisory?
Hudson Capital Advisory’s direct owners are William Hudson, Jeremy Hudson and Evan Coppola, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does Hudson Capital Advisory get paid?
Hudson Capital Advisory is paid through a percentage of assets under management, hourly charges and performance-based fees. Its Form ADV lists no commissions 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 Capital Advisory?
Hudson Capital Advisory’s main office is at 237 Main Street, Suite 600, Buffalo, NY 14203. Its phone number is 716-277-2717. Its website is hudsonadvisors.com.