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HUDSON CAPITAL ADVISORY, INC.

CRD 304163File 801-121466
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$327.7M
Below cohort median (national)
Discretionary AUM
$298.8M
Non-discretionary $28.9M
Clients
244
603 accounts
Employees
5
Below cohort median in NY

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
NYRO
Registration date
Jun 14, 2021
Principal office
237 MAIN STREET, SUITE 600, BUFFALO, NY, 14203
Phone
716-277-2717

Assets & accounts

ADV Item 5F
Total regulatory AUM
$327.7M
Discretionary AUM
$298.8M
Non-discretionary AUM
$28.9M
Discretionary accounts
511
Non-discretionary accounts
92
Total accounts
603
AUM per client
$1.3M

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizationsFewer than 5$297K
High net worth individuals142$296.3M
Pension and profit sharing plansFewer than 5$902K
State or municipal government entitiesFewer than 5$197K
Individuals (other than high net worth individuals)102$30.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Hourly charges
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.