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HUDOCK CAPITAL GROUP
Legal name: HUDOCK, INC.
CRD 149255File 801-70772
APPROVED
Retail clients
Custody
Filing as of Feb 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.00B
Above cohort median (national)
Discretionary AUM
$930.8M
Non-discretionary $72.4M
Clients
921
2,589 accounts
Employees
15
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Nov 19, 2009
- Principal office
- 400 MARKET STREET, SUITE 200, WILLIAMSPORT, PA, 17701
- Phone
- 570-326-9500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.00B
- Discretionary AUM
- $930.8M
- Non-discretionary AUM
- $72.4M
- Discretionary accounts
- 2,477
- Non-discretionary accounts
- 112
- Total accounts
- 2,589
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $5.0M |
| Charitable organizations | 39 | $31.7M |
| High net worth individuals | 264 | $781.4M |
| Individuals (other than high net worth individuals) | 612 | $185.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 14 | 15 | increased by1 |
| Mar 1, 2026 | Clients | 887 | 921 | increased by34 |
| Mar 1, 2026 | AUM | $849,132,928 | $1,003,191,859 | increased by$154,058,931 |
| Mar 1, 2026 | Accounts | 2,487 | 2,589 | increased by102 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 814 | 887 | increased by73 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $732,857,277 | $849,132,928 | increased by$116,275,651 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,220 | 2,487 | increased by267 |
| Apr 1, 2022 | Employees | 8 | 14 | increased by6 |
| Apr 1, 2022 | Clients | 722 | 814 | increased by92 |
| Apr 1, 2022 | AUM | $636,085,452 | $732,857,277 | increased by$96,771,825 |
| Apr 1, 2022 | Accounts | 2,081 | 2,220 | increased by139 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HUDOCK CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HUDOCK CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.