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- Custodian
- Capital Group · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Optima capital
- Established Date
- 11-19-2009
- Office Locations
- 1
Office Locations
About Hudock Capital Group
Hudock Capital Group is a Williamsport, PA RIA delivering comprehensive financial planning and ongoing portfolio management for individuals and entrepreneurs. The 17-person team provides goal-based advice across tax and estate planning, charitable giving, and insurance coordination, implementing portfolios with ETFs, mutual funds, and fixed income, with optional ESG/SRI tilts. Uses Black Diamond and custodians such as Fidelity/NFS and Pershing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WAYNE LEY DIEFFENDERFER
Chief Compliance Officer
- CRD
- #3182865
- Ownership
- Less than 5%
BARBARA BENNER HUDOCK
Financial Advisor, General Partner
- CRD
- #1023038
- Ownership
- Less than 5%
Signal peak
Vector ember peak
- CRD
- #76651
- Ownership
- 5.9%
Showing 2 of 3 owners & executives
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CHRISTINA JEAN CLINE
Paraplanner
- CRD
- #5655148
JOHN DAVID KOLB
Relationship Manager
- CRD
- #5868760
Matrix wave
Signal insight
- CRD
- #35103
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $930,758,975 | $375,761 |
| Non-Discretionary | $72,432,884 | $646,722 |
| Total | $1,003,191,859 | $387,482 |
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Separately Managed Accounts
Total SMA Asset: $1,003,191,859
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $464,004,900 | 13.6% |
| Equity - Exchange | $876,832,789 | 25.7% |
| Cash | $600,476,930 | 17.6% |
| Municipal Bonds | $556,123,520 | 16.3% |
| Other | $914,362,597 | 26.8% |
| Total | $3,411,800,736 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON ELEMENT FOUNDATION | EMBER CAPITAL | XFG7O2Q29 | XPXDW | 9.95% | $100,053,610 |
| ALPHA LEGACY PEAK | TIMBER LEGACY | RCV6X5FYO | MRBR | 5.96% | $41,787,531 |
| TIMBER OAK | CATALYST QUANTUM | NXO9SL203 | EFF | 3.60% | $68,932,862 |
| PATHWAY ALPHA | FOCUS MERIDIAN | V2PCWW9WU | MFH | 8.92% | $89,213,523 |
| CAPITAL TIMBER | PIONEER VITAL | QOWTHBJMQ | BDKPV | 9.52% | $98,290,927 |
| FUSION FOCUS RADIAL | CATALYST DELTA | BSI390VW6 | SOAPS | 4.09% | $104,845,331 |
| VITAL TIMBER HARBOR | ZENITH MOMENTUM | 3E2GWIKHC | CEX | 4.98% | $8,745,041 |
| INSIGHT SUMMIT EMBER | NORTH SIGNAL | 88A20ZRQA | GZNRG | 2.87% | $53,643,503 |