HUDSON CAPITAL ADVISORY, INC.

RIASEC RegisteredEst. 2021
Total AUM
$328M
Discretionary
$299M
91% of AUM
Avg account
$543K
Accounts
603
Employees
5
Advisory reps
5

Firm details

Headquarters
BUFFALO, New York
CRD number
304163
Registered since
June 14, 2021
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Performance Based Fees
Client types
  • HNWI90.42%
  • Individuals9.16%
  • Pension & Profit Sharing Plans0.28%
  • Charitable Organizations0.09%
  • State / Municipal Government0.06%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Hudson Capital Advisory, Inc. is an independent registered investment adviser that serves individual and family clients with a mix of planning and portfolio management services for both personal and small-business needs. The firm operates under multiple fee arrangements — percentage of assets under management, hourly consulting, and performance-based fees — which supports a mix of discretionary portfolio management and bespoke planning engagements. Investment activity centers on publicly traded equities as the primary exposure, but the firm supplements equity allocations with mutual funds and corporate debt for fixed-income and diversified core positions. Hudson Capital also uses third-party alternative managers across several strategies, indicating a willingness to blend liquid public exposures with less liquid alternative allocations to pursue return enhancement and diversification. Hudson Capital is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor. Its registration as an SEC adviser dates to 2021 and its ownership structure is individual-led, consistent with a boutique RIA model that emphasizes tailored relationships for a concentrated client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 73%, Public Funds/Mutual Funds 9%, Cash & Cash Equivalents 8%, Other 6%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Private Funds 1%73%
  • Exchange Traded Equities73%
  • Public Funds/Mutual Funds9%
  • Cash & Cash Equivalents8%
  • Other6%
  • US Government Bonds1%

Contacts

3 of 5
  • DAVID BURROWS

    PresidentCRD 3081923

  • Michael McGee

    Private Wealth Advisor, Managing DirectorCRD 3201847

  • WILLIAM HUDSON

    Investment Adviser RepresentativeCRD 3001548

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BUFFALO, NY

ERIE

Location

BUFFALO, NY

Headquartered in BUFFALO, NY, anchoring the Buffalo-Cheektowaga-Olean, NY metro in the Northeast.

Metro area
Buffalo-Cheektowaga-Olean, NY
Region
Northeast
County
ERIE
Address
237 Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth