Hudson Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, estate planning, insurance, philanthropic planning, and retirement plan services. Financial planning was provided to 101–250 clients last fiscal year.
Hudson Capital Management reports 312 clients. They include 184 high-net-worth individuals, 103 individual clients and 18 charitable organizations. Of its assets, 95.7% ($615M across 1,155 accounts) are managed with discretion; $27.8M across 102 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 33% | 8% |
| High-net-worth individuals | 59% | 83% |
| Pension and profit-sharing plans | 1% | 1% |
| Charitable organizations | 6% | 7% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 103 | $51.2M | 8.0% | $497K |
| High-net-worth individuals | 184 | $535M | 83.3% | $2.91M |
| Pension and profit-sharing plans | 4 | $8.98M | 1.4% | $2.24M |
| Charitable organizations | 18 | $42.6M | 6.6% | $2.37M |
| Corporations and other businesses | 3 | $4.57M | 0.7% | $1.52M |
| Total | 312 | $643M | 100% | $2.06M |
- Clients
- 103
- Regulatory AUM
- $51.2M
- AUM share
- 8.0%
- Avg. per client
- $497K
- Clients
- 184
- Regulatory AUM
- $535M
- AUM share
- 83.3%
- Avg. per client
- $2.91M
- Clients
- 4
- Regulatory AUM
- $8.98M
- AUM share
- 1.4%
- Avg. per client
- $2.24M
- Clients
- 18
- Regulatory AUM
- $42.6M
- AUM share
- 6.6%
- Avg. per client
- $2.37M
- Clients
- 3
- Regulatory AUM
- $4.57M
- AUM share
- 0.7%
- Avg. per client
- $1.52M
Total
- Clients
- 312
- Regulatory AUM
- $643M
- AUM share
- 100%
- Avg. per client
- $2.06M
- 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
- 101–250
Hudson Capital Management charges 0.35%–1.10% a year for its Wealth Management and Investment Advisory Services. Each asset band is charged at its own rate. The fee has a $11,000 annual minimum.
| Asset band | Annual rate |
|---|---|
| $0–$2.5M | 1.10% |
| $2.5M–$5M | 0.75% |
| $5M and above | 0.35% |
Fee details and sources
Timothy Parker owns 25% to 50% of Hudson Capital Management. The leadership team of Hudson Capital Management includes Chief Compliance Officer Mark Reitsma. It has 8 employees, 4 of them in advisory roles.
Leadership
- Mark ReitsmaChief Compliance Officer
- Timothy ParkerManaging Partner
- Andrew AranIar
- Bryan KabotManaging Partner
- Mark AndraosPartner
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 4 in advisory functions
- 5 state-registered reps
- Owns 25% to 50% of Hudson Capital Management LLC
Timothy Parker
Control person · since January 2020
- Owns 25% to 50% of Hudson Capital Management LLC
Mark Reitsma
Control person · since December 2011
- Owns 10% to 25% of Hudson Capital Management LLC
Bryan Kabot
Control person · since January 2020
- Owns 10% to 25% of Hudson Capital Management LLC
Mark Andraos
Control person · since January 2024
- Owns 5% to 10% of Hudson Capital Management LLC
Andrew Aran
since April 2025
Hudson Capital Management’s regulatory assets grew 1.7× from $378M (March 2021) to $643M (March 2026); clients rose from 261 to 312 and employees from 7 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $643M | 312 | 8 | 1 |
| March 2025 | $538M | 291 | 10 | 1 |
| April 2024 | $485M | 288 | 10 | 1 |
| March 2023 | $448M | 266 | 9 | 1 |
| March 2022 | $416M | 258 | 8 | 1 |
| March 2021 | $378M | 261 | 7 | 1 |
Besides its headquarters, Hudson Capital Management has 0 offices, with 1 listed address in New Jersey.
New Jersey · 1 listed address
- 500 North Franklin Turnpike, Suite 212, RamseyHQ
Contact and registration details
- Legal name
- Hudson Capital Management LLC
- Headquarters
- 500 North Franklin Turnpike, Suite 212, Ramsey, NJ 07446
- Website
- regencywealth.com
- Phone
- 201-447-5850
- @regency-wealth-management
- SEC file
- 801-72134
- Founded
- 2004
- Structure
- New Jersey LLC
- Fiscal year end
- December
Hudson Capital Management uses Fidelity ($466M) as custodian for its separately managed accounts. Hudson Capital Management has custody of $292M in client assets for 166 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $466M100%
At year end, Hudson Capital Management’s separately managed accounts were mostly in funds (61%) and stocks (33%). Its reported 13F holdings for the quarter ended 30 June 2026 total $414M across 74 positions; the largest are Pimco ETF TR (9.9%), iShares TR (6.8%) and Invesco Exch Trd Slf Idx FD (6.3%).
What the accounts hold
- Stocks33%
- Funds61%
- Bonds4%
- Cash1%
- Other2%
- 401k investments, 529s, private funds, and annuities.2%
Reported 13F holdings
- $414M
- Reported 13F value
- 74
- Positions
- 47.4%
- In the 10 largest
- +6.9%
- Value vs. prior quarter
- Pimco ETF TR · Active BD ETF9.9%
- iShares TR · Core US Aggbd ET6.8%
- Invesco Exch Trd Slf Idx FD · Bulshs 2026 CB6.3%
- iShares TR · Core MSCI Eafe6.0%
- iShares TR · S&P MC 400gr ETF5.8%
- Principal Exchange Traded FD · Prin U S Small3.3%
- Caterpillar Inc.2.6%
- Cisco Sys Inc.2.4%
- American Centy ETF TR · Avantis Emgmkt2.3%
- Apple Inc.2.2%
Together, the ten largest are 47.4% of reported value.
How many clients does Hudson Capital Management have?
Hudson Capital Management has 312 clients and manages $643 million for them, as of March 2026. They include 184 high-net-worth individuals, 103 individual clients and 18 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 March 2026
What services does Hudson Capital Management offer?
Hudson Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, estate planning, insurance, philanthropic planning, and retirement plan services.
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 Capital Management charge?
Hudson Capital Management charges 0.35%–1.10% a year for its Wealth Management and Investment Advisory Services. Each asset band is charged at its own rate. The fee has a $11,000 annual minimum.
Source: ADV BROCHURE REGENCY WEALTH MANAGEMENT 2026-03-16, filed 17 March 2026
Which custodians does Hudson Capital Management use?
Hudson Capital Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $466M. 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 March 2026
How many financial advisors does Hudson Capital Management have?
Hudson Capital Management has 5 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 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 Management invest in?
At the end of its last fiscal year, Hudson Capital Management’s separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 33% exchange-traded equities, 4% U.S. government and agency bonds, 2% other and 1% cash and equivalents. The 2% other category is described as: 401k Investments, 529s, Private Funds, and Annuities.
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 Management?
Hudson Capital Management’s direct owners are Timothy Parker, Andrew Aran, Mark Reitsma, Bryan Kabot and Mark Andraos, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 17 March 2026
How does Hudson Capital Management get paid?
Hudson Capital Management is paid through a percentage of assets under management 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
Is Hudson Capital Management registered with the SEC?
Yes, Hudson Capital Management has been registered with the SEC as an investment adviser since 21 January 2011. Its CRD number is 131208 and its SEC file number is 801-72134.
Source: Form ADV Part 1A, Item 1, filed 17 March 2026; IAPD firm record
How do I contact Hudson Capital Management?
Hudson Capital Management’s main office is at 500 North Franklin Turnpike, Suite 212, Ramsey, NJ 07446. Its phone number is 201-447-5850. Its website is regencywealth.com.