|
⚲
|
| Hudson Capital Advisory Inc
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|
|
|---|---|
| CRD # | 304163 |
| SEC # | 801-121466 |
| CIK # | |
| AUM | $327.7 M (2026-03-26) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 716-277-2717 |
| Address | 237 Main Street Buffalo, NY 14203 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 102 | 30.0 |
| (b) Individuals (high net worth individuals) | 142 | 296.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.9 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 603 | 327.7 |
| By Discretionary | ||
| Discretionary | 511 | 298.8 |
| Non-Discretionary | 92 | 28.9 |
| Total | 603 | 327.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 327.7 | |
| Total | 603 | 327.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
VB&T Wealth Management LLC
✚
|
AZ | 0.3 |
|
Oxford Wealth Group LLC
✚
|
FL | 0.3 |
|
Shore Point Advisors LLC
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|
NJ | 0.3 |
|
Financial Decisions LLC
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|
NY | 0.3 |
|
Greenwood Family Advisors LLC
✚
|
FL | 0.3 |
|
Pointone Family Office LLC
✚
|
CA | 0.3 |
|
Octavia Investments LLC
✚
|
0.3 | |
|
Wilkerson Advisory Group LLC
✚
|
MO | 0.3 |
|
MPWM Advisory Solutions LLC
✚
|
GA | 0.3 |
|
Purefi Wealth LLC
✚
|
MA | 0.3 |