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The fee has a $11,000 annual minimum.","source":"ADV BROCHURE REGENCY WEALTH MANAGEMENT 2026-03-16, filed 17 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Hudson Capital Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Hudson Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Hudson Capital Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Hudson Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Hudson Capital Management get paid?","answer":"Hudson Capital Management is paid through a percentage of assets under management and fixed fees. 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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."}