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Hudson Advisor Services, Inc.

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Client assets under management

$303,406,028

Clients

259

54% high-net worth

Advisors

5

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

52

Typical

Average account size

$1,171,452

About

Hudson Advisor Services provides comprehensive investment management and financial planning to individuals (including high‑net‑worth clients) as well as pension plans, trusts, estates, charitable organizations and corporate entities. The firm manages both discretionary and non‑discretionary accounts and reports roughly $310 million in assets under management across about 259 client relationships.

Hudson constructs customized portfolios based on client risk profiles, combining primarily fundamental analysis with technical and cyclical inputs, and reviews investment decisions through an internal investment committee. It also uses sub‑advisors and external managers, offers ancillary services such as tax planning and record keeping, and provides access to specialized strategies and limited opportunities (including IPO allocations for accounts custodied at a particular prime broker).

A distinctive operational feature is that Hudson is administratively and operationally integrated with an affiliated registered investment adviser that offers two specialized portfolio strategies; recommending those affiliated strategies requires clients to acknowledge the potential conflict in writing and the firms bill on a per‑account basis to avoid duplicate charging. The firm’s principals also hold minority interests in another SEC‑registered adviser, and Hudson does not vote client proxies (clients retain proxy voting responsibility).

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments Options & derivatives strategies Real estate investing

Fee options

Fixed

Fixed fee option available for related accounts

Percentage

Up to 1.00% annually (negotiable)

Project-based
Other

Account minimum: $1,000,000

Main office location

Hudson Advisor Services, Inc.

237 Main Street, Suite 600

Buffalo NY 14203, United States

Number of offices

3

Most active in

California · Colorado · Connecticut · Florida · Maine · Maryland · Massachusetts · New Hampshire · New York · Texas · Vermont · West Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Evan C

Series 65

Buffalo, NY

Hudson Advisor Services, Inc.

Evan Coppola is a financial advisor at Hudson Advisor Services, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Miller, Gesko & Company, Inc. since 2025, while also being associated with Hudson Capital Advisory, Inc. and Hudson Advisor Services, Inc. since 2021 and 2009, respectively. Hudson Advisor Services is an SEC-registered investment adviser managing approximately $312 million for about 285 clients through a team of six advisors. The firm provides customized investment management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, using a fundamental analysis approach supplemented by technical and cyclical factors.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

David B

Series 63

Greenwich, CT

Hudson Advisor Services, Inc.

David Burrows is a financial advisor at Hudson Capital Advisory, Inc. with 22 years of industry experience. He holds the Series 63 designation and has worked with Hudson Advisor Services since 2003. Burrows also serves as co-trustee for a family trust with Fiduciary Trust Company. Hudson Capital Advisory, Inc. provides investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as other registered investment advisory firms. The firm offers discretionary and non-discretionary portfolio management, co-advisory and sub-advisory arrangements, and outsourced chief investment officer services, using a mix of fundamental, technical, and cyclical analysis alongside proprietary strategies.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Jeremy H

Series 65

Buffalo, NY

Hudson Advisor Services, Inc.

Jeremy Hudson is a financial advisor at Hudson Capital Advisory, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Miller, Gesko & Company Inc. and Hudson Capital Advisory, Inc. He is also involved in property management through HOL Property Management and Vera Beta, Inc. Hudson Capital Advisory, Inc. provides investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as other registered investment advisory firms. The firm offers tailored portfolio management using a combination of fundamental, technical, and cyclical analysis alongside proprietary strategies, and it supports a range of advisory arrangements including discretionary, co-advisory, and outsourced CIO services.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Michael M

Series 63, Series 65, Series 66

Vero Beach, FL

Hudson Advisor Services, Inc.

Michael Mc Gee is an investment adviser with Hudson Advisor Services, Inc. in Vero Beach, Florida, holding Series 63, 65, and 66 licenses and bringing 14 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Northern Trust. Outside of his advisory work, he serves on the boards and investment committees of two local nonprofit hospice organizations. Hudson Advisor Services is an SEC-registered investment adviser managing approximately $312 million for about 285 clients through a team of six advisors. The firm offers customized portfolio management for individuals, pension plans, trusts, and charitable organizations, using a fundamental analysis approach supplemented by technical and cyclical factors, with oversight from an internal investment committee.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

William H

CFP®, Series 66

Buffalo, NY

Hudson Advisor Services, Inc.

William Hudson III is a CFP® and holds a Series 66 license with 24 years of industry experience. He has worked at Hudson Advisor Services, Inc. since 2004 and is currently associated with Miller, Gesko & Company Inc. and Hudson Capital Advisory, LLC. Hudson Advisor Services is an SEC-registered investment adviser managing approximately $312 million for around 285 clients through a team of six advisors. The firm provides comprehensive investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, using a fundamental analysis approach supplemented by technical and cyclical factors.

Private / alternative investments Options & derivatives strategies Real estate investing
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