Hudson Capital Advisory, Inc.
- Regulatory AUM
- $328M
- Discretionary
- $299M
- Clients
- 244
- Avg AUM / client
- $1.3M
- Accounts
- 603
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 102 | $30.0M | 9.16% |
| High net worth individuals | 142 | $296M | 90.4% |
| Pension and profit sharing plans | Fewer than 5 clients | $902K | 0.28% |
| Charitable organizations | Fewer than 5 clients | $297K | 0.09% |
| State or municipal government entities | Fewer than 5 clients | $197K | 0.06% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Norton Hudson | President And Chief Compliance Officer | CFP | May 2019 (7y) | 75% or more |
| Evan John Coppola | Registered representative | Mar 2022 (4y) | ||
| Jeremy Conrad Hudson | Registered representative | Mar 2022 (4y) | ||
| David Dennis Burrows | Registered representative | Jan 2026 (1y) | ||
| Michael Patrick Mc Gee | Registered representative | Jan 2026 (1y) |
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) | 03/26/2026 | 1.09 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
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Fidelity Brokerage Services $181M (55% of AUM) Mar 2026
- Charles Schwab & Co. $98.3M (30% of AUM) Mar 2026
- J.P. Morgan $7.3M (10% of AUM) Sep 2023
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: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗