Hudson Companies
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$48,750,239
Clients
172
16% 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
172
Very HighAverage account size
$283,432
About
Hudson provides discretionary and non-discretionary investment management and financial planning services to individuals and high-net-worth clients, and also serves institutional clients such as pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers standalone financial planning and consulting, retirement plan consulting, and periodic comprehensive reporting (including an account aggregation option for assets not managed by Hudson).
Hudson manages client assets using model portfolios that emphasize allocations to mutual funds, ETFs, individual equities and fixed income, and it employs fundamental and cyclical analysis to set allocations and monitor accounts. The firm treats cash as an asset class, may recommend alternative allocations in film and television production for select clients, and uses AI tools under a formal AI policy with human review of all outputs.
Noteworthy differences from many peers include a prior regulatory settlement: in May 2024 Hudson agreed to an SEC settlement related to client disclosure about third‑party payments, which is reflected on its regulatory filings. The firm also provides institutional portfolio management and occasional film investment advice—services that are less common among similarly structured independent advisory firms.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
ESG / Sustainable investing
Fee options
Up to $10,000 fixed fee for financial planning and consulting
$150 to $500 per hour
Fee-only: Negotiable, generally up to $10,000 fixed fee for financial planning and consulting; $150 to $500 hourly rate
Main office location
Hudson Companies
One Blue Hill Plaza, 1 St Floor
Pearl River NY 10965, United States
Number of offices
1
Most active in
Hudson Companies has reported serving >5 clients in these states in the last 12 months.
Florida · New Jersey · New York · Ohio · Texas
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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