HUDSON CAPITAL ADVISORY, INC.
Firm details
- Headquarters
- BUFFALO, New York
- CRD number
- 304163
- Registered since
- June 14, 2021
- Website
- invest-hca.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- HNWI90.42%
- Individuals9.16%
- Pension & Profit Sharing Plans0.28%
- Charitable Organizations0.09%
- State / Municipal Government0.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Hudson Capital Advisory, Inc. is an independent registered investment adviser that serves individual and family clients with a mix of planning and portfolio management services for both personal and small-business needs. The firm operates under multiple fee arrangements — percentage of assets under management, hourly consulting, and performance-based fees — which supports a mix of discretionary portfolio management and bespoke planning engagements. Investment activity centers on publicly traded equities as the primary exposure, but the firm supplements equity allocations with mutual funds and corporate debt for fixed-income and diversified core positions. Hudson Capital also uses third-party alternative managers across several strategies, indicating a willingness to blend liquid public exposures with less liquid alternative allocations to pursue return enhancement and diversification. Hudson Capital is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor. Its registration as an SEC adviser dates to 2021 and its ownership structure is individual-led, consistent with a boutique RIA model that emphasizes tailored relationships for a concentrated client base.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- Public Funds/Mutual Funds9%
- Cash & Cash Equivalents8%
- Other6%
- US Government Bonds1%
Contacts
3 of 5DAVID BURROWS
PresidentCRD 3081923
Michael McGee
Private Wealth Advisor, Managing DirectorCRD 3201847
WILLIAM HUDSON
Investment Adviser RepresentativeCRD 3001548
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BUFFALO, NY
ERIE
Location
BUFFALO, NY
Headquartered in BUFFALO, NY, anchoring the Buffalo-Cheektowaga-Olean, NY metro in the Northeast.
- Metro area
- Buffalo-Cheektowaga-Olean, NY
- Region
- Northeast
- County
- ERIE
- Address
- 237 Main St
- Time zone
- ET (UTC-5)
- Office locations
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