AdvisorCensus / Financial advisors / New York / New York / Hudson View Advisors, LLC
Hudson View Advisors, LLC
Filed as HUDSON VIEW ADVISORS, LLC
Hudson View Advisors, LLC is an SEC-registered investment advisory firm in Croton-On-Hudson, NY, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.
Quick answers
From the filingHow is Hudson View Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Hudson View Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Hudson View Advisors, LLC charge?
Its Form ADV Part 2A brochure dated March 10, 2026 states: Flat fee: $450 to $5,000 (creating client financial plans); Hourly rate: $150 to $300 an hour (these services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Hudson View Advisors, LLC located?
Hudson View Advisors, LLC's principal office is in Croton-On-Hudson, NY, according to its Form ADV.
Is Hudson View Advisors, LLC registered with the SEC or a state?
Hudson View Advisors, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 288839.
How much does Hudson View Advisors, LLC manage?
Hudson View Advisors, LLC reports $64,338,728 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (0% discretionary).
How have Hudson View Advisors, LLC's assets and staff changed since 2021?
In the Form ADV data for Hudson View Advisors, LLC: Regulatory assets under management: $38,300,607 in the October 2021 data and $64,338,728 in the October 2026 data, up 68%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Hudson View Advisors, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (105); high net worth individuals (12); pension and profit sharing plans (but not the plan participants or government pension plans) (1).
Which custodians does Hudson View Advisors, LLC use?
Hudson View Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Hudson View Advisors, LLC 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/288839
What changed in Hudson View Advisors, LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $53,891,441 to $64,338,728 (+19%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Flat fee: $450 to $5,000 (creating client financial plans)
The brochure's wording
The negotiated fixed rate for creating client financial plans is between $450 and $5,000.
Hourly rate: $150 to $300 an hour (these services)
The brochure's wording
The negotiated hourly fee for these services is between $150 and $300.
As stated in the firm's Form ADV Part 2A brochure dated March 10, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$64,338,728 as of October 2026, filing dated March 10, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2017 (9 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $64,338,728 | 1 | March 10, 2026 |
| October 2025 | $53,891,441 | 1 | March 12, 2025 |
| October 2024 | $45,746,830 | 1 | March 12, 2024 |
| October 2023 | $37,733,714 | 1 | March 30, 2023 |
| October 2022 | $40,164,155 | 1 | March 16, 2022 |
| October 2021 | $38,300,607 | 1 | September 30, 2021 |
Regulatory assets under management: $38,300,607 in the October 2021 data and $64,338,728 in the October 2026 data, up 68%.
Total employees: 1 in October 2021 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $53,891,441 to $64,338,728 (+19%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Hudson View Advisors, LLC (CRD 288839): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/hudson-view-advisors-llc-croton-on-hudson-ny-288839