HUDSON CAPITAL MANAGEMENT INC.

RIASEC Registered
Total AUM
$17.1M
Discretionary
$0
0% of AUM
Avg account
$428K
Accounts
40
Employees
1
Advisory reps
1

Firm details

Headquarters
IRVINGTON, New York
CRD number
307412
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals99.42%
  • Pension & Profit Sharing Plans0.58%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Hudson Capital Management Inc. operates as a corporation and serves a diverse client base that includes both individuals and families, as well as institutional clients. The firm engages in various business activities, functioning as a registered representative of a broker-dealer and an insurance broker. Hudson Capital Management offers financial planning services, portfolio management for individuals and small businesses, and pension consulting services. Additionally, the firm conducts educational seminars and workshops, enhancing its engagement with clients. The firm does not identify as an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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 60%, Non-Exchange Traded Equities 20%, US Government Bonds 5%, State & Local Bonds 5%, Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 5%60%
  • Exchange Traded Equities60%
  • Non-Exchange Traded Equities20%
  • US Government Bonds5%
  • State & Local Bonds5%
  • Investment Grade Corp Bonds5%

Contacts

1 of 1
  • JOHN EVANS

    President and Head of Investment StrategiesCRD 4730539

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

IRVINGTON, NY

WESTCHESTER

Location

IRVINGTON, NY

Headquartered in IRVINGTON, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
WESTCHESTER
Address
70 Sunnyside Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth