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Hudson Capital Advisory, Inc.

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Total assets under management

$133,013,980

Total clients

156

56% high-net worth

Total advisors

3

of 5 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

52

Average account size

$852,654

About

Hudson Capital Advisory, Inc. provides investment management, financial planning, consulting and related services to individuals—including high‑net‑worth clients—and to other registered investment advisory firms. Services described in the brochure include discretionary and non‑discretionary portfolio management, standalone financial plans, co‑advisory and sub‑advisory arrangements, outsourced chief investment officer services and bookkeeping support.

The firm tailors portfolios to clients’ objectives and monitors accounts at least annually, using a mix of fundamental, technical and cyclical analysis and offering proprietary strategies (HCA Healthcare Opportunities, HCA Earnings Growth and HCA Balanced). Fee arrangements vary by client: non‑qualified clients are charged an asset‑based fee, while Qualified Clients may be subject to a combination of an asset‑based fee and a performance‑based fee (including a 20% share of net profits subject to a quarterly high‑water mark).

Hudson Capital’s structure and business relationships distinguish it from many peers: the principal owners also serve as investment adviser representatives and shareholders of a related SEC‑registered adviser (Hudson Advisor Services), are minority shareholders of another SEC‑registered adviser (Miller Gesko), and the firm provides outsourced CIO, sub‑advisory and co‑advisory services to other advisers. The brochure also discloses fee‑sharing for the HCA Earnings Growth portfolio with an outside research provider (Monetary Management Corporation) and sets out order‑allocation and proxy‑voting procedures intended to address conflicts that can arise from performance fees and affiliated relationships.

Client services

Financial planning Portfolio management

Fee options

Fixed

Bookkeeping services typically up to $500 per month, fixed fee basis.

Percentage

$0 - $400,000: 1.500% $400,001 - $750,000: 1.250% $750,001 - $1,000,000: 1.000% $1,000,001+: Negotiable

Project-based

Up to $350 per hour for Financial Planning/Consulting Services.

Performance-based

For Qualified Clients: 1% AUM plus 20% of net profits subject to high-water mark.

Other

Account minimum: $100,000 Fee-only: Fee-only services; no commissions or other compensation accepted.

Disclosures

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

Business activities & affiliations

Main office location

Hudson Capital Advisory, Inc.

237 Main Street, Suite 600

Buffalo NY 14203, United States

Number of offices

2

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