Hudson Advisor Services, Inc.
- Regulatory AUM
- $310M
- Discretionary
- $285M
- Clients
- 286
- Avg AUM / client
- $1.1M
- Accounts
- 585
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Apr 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 120 | $21.2M | 6.83% |
| High net worth individuals | 139 | $282M | 91.0% |
| Pension and profit sharing plans | 6 | $1.8M | 0.58% |
| Charitable organizations | 8 | $4.5M | 1.45% |
| State or municipal government entities | 13 | $378K | 0.12% |
| Corporations and other businesses | Fewer than 5 clients | $16.1K | 0.01% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hudson, William, Norton | Chairman/Ceo | Jun 1997 (29y) | 50% – 75% | |
| Miley, Frances | Owner | Jun 1997 (29y) | 25% – 50% | |
| David Dennis Burrows | President | Jul 2003 (23y) | Less than 5% | |
| Jeremy Conrad Hudson | Chief Compliance Officer | Oct 2004 (22y) | Less than 5% | |
| Evan John Coppola | Owner | May 2017 (9y) | Less than 5% | |
| William Norton Hudson | Registered representative | CFP | Aug 2013 (13y) | |
| Michael Patrick Mc Gee | Registered representative | Oct 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/17/2026 | 1.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Distributors Company Llc $221M (71% of AUM) Apr 2026
- Fidelity Investments Institutional Services Company, Inc. $139M (69% of AUM) Mar 2019
- Charles Schwab & Co. $42.6M (14% of AUM) Apr 2026
- J.P. Morgan $26.6M (10% of AUM) Jan 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 17, 2026.
View current Form ADV (SEC/IAPD) ↗