Hudock Capital Group

Hudock Capital Group provides investment advisory and modular financial planning to individuals, trusts, estates, not‑for‑profit organizations, and business entities, serving both non‑high‑net‑worth and high‑net‑worth clients. The firm delivers discretionary and non‑discretionary asset management predominantly through a sponsored wrap fee program and reports managing roughly $1.0 billion in client assets.

Hudock tailors portfolios using modern portfolio theory and diversification, employing model portfolios, outside independent managers, and ongoing monitoring and rebalancing; clients may grant the firm discretionary trading authority or retain implementation control in advised accounts. The firm explicitly discloses use of options and other derivatives as part of its strategies (including covered call writing and other options transactions) and may use derivatives in separately managed accounts.

Distinctive features disclosed in the brochure include employee ownership and an employee stock ownership plan structure, sponsorship of a wrap fee program, and the firm’s public referencing of third‑party ratings in its materials — items that are less common among comparable team firms. The brochure also notes use of third‑party account aggregation and reporting, adoption of AI tools under an internal policy, and custodial relationships with major platform providers while generally applying a $1 million minimum for wrap accounts unless waived.