# Hudson Advisor Services, Inc.

> Hudson Advisor Services, Inc. is an SEC-registered investment advisory firm in Buffalo, NY, registered since 1997, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 17, 2026.

- CRD: 107769
- Filed as: HUDSON ADVISOR SERVICES, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Buffalo, NY
- Filing period: October 2026
- Form ADV filing dated: April 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107769
- AdvisorCensus page: https://advisorcensus.com/firm/hudson-advisor-services-inc-buffalo-ny-107769

## Quick answers

**How is Hudson Advisor Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Hudson Advisor Services, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**What does Hudson Advisor Services, Inc.'s brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Hudson Advisor Services, Inc. located?**
Hudson Advisor Services, Inc.'s principal office is in Buffalo, NY, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Hudson Advisor Services, Inc. registered with the SEC or a state?**
Hudson Advisor Services, Inc. is an SEC-registered investment advisory firm, registered since 1997. Status as filed: Approved. CRD 107769.

**How much does Hudson Advisor Services, Inc. manage?**
Hudson Advisor Services, Inc. reports $310,088,917 in regulatory assets under management in its Form ADV filing dated April 17, 2026 (92% discretionary).

**How have Hudson Advisor Services, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Hudson Advisor Services, Inc.: Regulatory assets under management: $239,450,563 in the October 2021 data and $310,088,917 in the October 2026 data, up 30%. Total employees: 7 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hudson Advisor Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (139); individuals (other than high net worth individuals) (120); state or municipal government entities (including government pension plans) (13).

**Which custodians does Hudson Advisor Services, Inc. use?**
Hudson Advisor Services, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Distributors Company LLC as custodians holding 10% or more of its separately managed account assets.

**Does Hudson Advisor Services, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107769

**Does Hudson Advisor Services, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "Hudson Advisor Services requires new clients to have a minimum account of $1,000,000, although Hudson Advisor Services retains the right to reduce or waive this minimum account size."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: up to 1% of assets a year (the maximum the brochure states)

> The annual fee for Investment Management Services is charged as a percentage of assets under management and will not exceed 1.00% of the value of the client’s portfolio.

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> Hudson Advisor Services requires new clients to have a minimum account of $1,000,000, although Hudson Advisor Services retains the right to reduce or waive this minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Distributors Company LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $310,088,917
- Discretionary: $285,020,638
- Non-discretionary: $25,068,279

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 120 | $21,178,467 |
| High net worth individuals | 139 | $282,227,561 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $1,792,333 |
| Charitable organizations | 8 | $4,495,979 |
| State or municipal government entities (including government pension plans) | 13 | $378,435 |
| Corporations or other businesses not listed above | Fewer than 5 | $16,142 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1997 (29 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, FL, MA, MD, ME, NH, NY, TX, VT, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Vero Beach, FL

### Websites listed on Form ADV (Item 1.I)
- hudsonadvisors.com
- linkedin/company/Hudson-advisor-services
- Facebook @HudsonAdvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $239,450,563 | 7 | March 29, 2021 |
| October 2022 | $278,907,311 | 7 | March 31, 2022 |
| October 2023 | $225,732,356 | 5 | September 27, 2023 |
| October 2024 | $255,720,431 | 5 | April 8, 2024 |
| October 2025 | $312,223,408 | 6 | July 29, 2025 |
| October 2026 | $310,088,917 | 6 | April 17, 2026 |

Regulatory assets under management: $239,450,563 in the October 2021 data and $310,088,917 in the October 2026 data, up 30%.
Total employees: 7 in October 2021 and 6 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hudson Advisor Services, Inc. (CRD 107769): Form ADV filing data as of October 2026.