HUDSON FINANCIAL ADVISORS INC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
5
Advisory reps
3

Firm details

Headquarters
STREETSBORO, Ohio
CRD number
113978
Fee structure
Percentage of AUM, Fixed Fees, Commissions
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Hudson Financial Advisors Inc. is a privately owned corporation that combines insurance brokerage with advisory services for individuals and small businesses. The firm acts as a capital allocator and provides financial planning, discretionary portfolio management and the selection of third‑party advisers. Its revenue model includes percentage‑of‑AUM fees, fixed fees and commissions. Hudson is not identified as an active ESG investor and is not reported as a multistate adviser. The firm’s business mix places a clear emphasis on insurance products alongside traditional advisory work. That combination suggests a client offering oriented toward retirement income solutions and risk‑transfer strategies in addition to investment management and planning.

Assets & Accounts

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

Contacts

3 of 3
  • DONALD THARP

    PresidentCRD 1523916

  • GIUSEPPE VITALE

    Senior Wealth AdvisorCRD 6429282

  • STEVEN MCCANN

    Director of Financial PlanningCRD 5036597

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

STREETSBORO, OH

PORTAGE

Location

STREETSBORO, OH

Headquartered in STREETSBORO, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
PORTAGE
Address
10034 Wellman Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth