Hudson Capital Management Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$17,000,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
39
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
39
HighAverage account size
$435,897
About
The firm is an independent, single‑advisor registered investment adviser that primarily serves individual clients while also working with small businesses, charitable organizations, and retirement plans. It provides fee‑based financial planning, portfolio management (including an asset management offering), and qualified plan consulting.
The firm typically manages client accounts on a non‑discretionary basis and documents objectives through investment policy statements and periodic reviews; it also sponsors a wrap fee program and delivers limited‑scope ERISA 3(21) fiduciary services and pension consulting for plan sponsors. Methods of analysis include fundamental and technical approaches, and the firm relies on third‑party custodians and broker‑dealers to execute and custody client transactions.
What is distinctive for a solo independent RIA is the advisor’s concurrent affiliations: registered representative status with a broker‑dealer, licensed insurance agent activity (including annuity and insurance sales), and an affiliation with other investment advisors, all while sponsoring a wrap program and offering seminars and workshops. Those overlapping roles and product sales are disclosed as potential conflicts of interest and the firm states it operates under a fiduciary duty and gives clients the option to use other providers.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Annuities
Retirement plans for business owners (SEP, solo 401k)
Retirement income strategy
Occupation focus
Founder/Business Owner
Retired
Fee options
Financial planning fees between $1,500 and $3,000; $500 fee for seminars and workshops.
The firm sells annuities and insurance products for separate commissions.
$400 per hour for qualified plan consulting services.
Fee-only: Negotiable fixed fee ranging between $1,500 and $3,000 for financial planning; $400 per hour for qualified plan consulting services; $500 flat fee for seminars/workshops.
Main office location
Hudson Capital Management Inc.
70 Sunnyside Place,
Irvington NY 10533, United States
Number of offices
1
Most active in
Hudson Capital Management Inc. has reported serving >5 clients in these states in the last 12 months.
Florida · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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