|
⚲
|
| Keyboard |
| Hudock Inc
✚
|
|
|---|---|
| CRD # | 149255 |
| SEC # | 801-70772 |
| CIK # | 0001543536 |
| AUM | 1,003.2 M (2026-02-27) |
| Employees | 15 (47% Investors, 33% Brokers) |
| Phone | 570-326-9500 |
| Address | 400 Market Street Williamsport, PA 17701 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.9 | ||
| J P Morgan Chase & Co | 6.5 | ||
| Caterpillar Inc | 5.9 | ||
| Nvidia Corp | 4.7 | ||
| Microsoft Corp | 4.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 612 | 185.1 |
| (b) Individuals (high net worth individuals) | 264 | 781.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 39 | 31.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 5.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,589 | 1,003.2 |
| By Discretionary | ||
| Discretionary | 2,477 | 930.8 |
| Non-Discretionary | 112 | 72.4 |
| Total | 2,589 | 1,003.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 1,002.3 | |
| Total | 2,589 | 1,003.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001543536] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
AIRE Advisors LLC
✚
|
CA | 1,006.4 M |
|
West Paces Advisors Inc
✚
|
GA | 1,006.4 M |
|
Great Hill Capital LLC
✚
|
1,006.2 M | |
|
PYA Waltman Capital LLC
✚
|
TN | 1,006.0 M |
|
McGlone Suttner Wealth Management Inc
✚
|
WI | 1,005.9 M |
|
Corbyn Investment Management Inc
✚
|
MD | 1,005.5 M |
|
Burling Wealth Partners LLC
✚
|
IL | 1,004.6 M |
|
BlueSky Wealth Advisors LLC
✚
|
NC | 1,004.5 M |
|
Azimut Investment Advisors LLC
✚
|
FL | 1,002.7 M |
|
Seeds Investor LLC
✚
|
NY | 1,001.2 M |