# Hudson Capital Advisory, Inc.

> Hudson Capital Advisory, Inc. is an SEC-registered investment advisory firm in Buffalo, NY, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 304163
- Filed as: HUDSON CAPITAL ADVISORY, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Buffalo, NY
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304163
- AdvisorCensus page: https://advisorcensus.com/firm/hudson-capital-advisory-inc-buffalo-ny-304163

## Quick answers

**How is Hudson Capital Advisory, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Hudson Capital Advisory, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees.

**How much does Hudson Capital Advisory, Inc. charge?**
Its Form ADV Part 2A brochure dated March 25, 2026 states: Hourly rate: $350 an hour (Financial Planning/Consulting Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

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

**Is Hudson Capital Advisory, Inc. registered with the SEC or a state?**
Hudson Capital Advisory, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 304163.

**How much does Hudson Capital Advisory, Inc. manage?**
Hudson Capital Advisory, Inc. reports $327,678,324 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (91% discretionary).

**How have Hudson Capital Advisory, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Hudson Capital Advisory, Inc.: Regulatory assets under management: $57,521,199 in the October 2021 data and $327,678,324 in the October 2026 data, up 470%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hudson Capital Advisory, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (142); individuals (other than high net worth individuals) (102).

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

**Does Hudson Capital Advisory, 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/304163

**Does Hudson Capital Advisory, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 25, 2026 says: "Hudson Capital requires new clients have a minimum account size of $100,000 for portfolio management services."

**What changed in Hudson Capital Advisory, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $133,013,980 to $327,678,324 (+146%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Account minimum: $100,000

> Hudson Capital requires new clients have a minimum account size of $100,000 for portfolio management services.

- Hourly rate: $350 an hour (Financial Planning/Consulting Services)

> Financial Planning/Consulting Services fees will be charged a rate of up to $350 per hour depending on the length of time it will take to complete the Financial Planning or Consulting service

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 Brokerage Services 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: $327,678,324
- Discretionary: $298,764,616
- Non-discretionary: $28,913,708

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 102 | $30,009,364 |
| High net worth individuals | 142 | $296,273,265 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $901,538 |
| Charitable organizations | Fewer than 5 | $296,836 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $197,321 |

### 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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, MD, NY, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

### Websites listed on Form ADV (Item 1.I)
- hudsonadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $57,521,199 | 3 | May 12, 2021 |
| October 2022 | $68,178,391 | 3 | June 26, 2022 |
| October 2023 | $76,258,811 | 3 | September 20, 2023 |
| October 2024 | $119,147,879 | 5 | April 3, 2024 |
| October 2025 | $133,013,980 | 5 | July 29, 2025 |
| October 2026 | $327,678,324 | 5 | March 26, 2026 |

Regulatory assets under management: $57,521,199 in the October 2021 data and $327,678,324 in the October 2026 data, up 470%.
Total employees: 3 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $133,013,980 to $327,678,324 (+146%).

### February 2026
- Added an office in Vero Beach, FL.
- Registered or notice-filed in CT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hudson Capital Advisory, Inc. (CRD 304163): Form ADV filing data as of October 2026.