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Hudson Advisor Services, Inc.

Hudson Advisor Services, Inc.. CRD 107769

Hudson Advisor Services, Inc. logo

CRD: 107769

Hudson Advisor Services, Inc.

Buffalo, NY, 14203
7168036587
hudsonadvisorservices.com
$310.1M Total AUM
$285.0M Disc. AUM
-- 3Y CAGR
6 Employees
286 ADV. Clients
28 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · JP Morgan
Clients
Retail and Institutional
Platforms
Atlas prime
Established Date
08-01-1997
Office Locations
8

Office Locations

237 Main Street Buffalo NY
29 Hillside Drive Greenwich CT
4445 N A1A Vero Beach FL

About Hudson Advisor Services, Inc.

Hudson Advisor Services is a registered investment adviser founded in 1994 providing investment advisory and family office services to individuals, families, trusts, and institutions. The firm builds primarily ETF-based discretionary portfolios and serves clients from offices in Buffalo, Vero Beach, and Greenwich. Leadership brings institutional experience from prior senior roles at HSBC and Goldman Sachs Trust Company.

Team overview

44 AVG AGE
$51.7M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
3.8 yrs AVG TENURE
6 Employees
6 Advisory Reps
4 RIA Reps
28yrs Firm Age

Insights

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Asset Classes

Catalyst Legacy glacier Delta crest Radial Signal Signal Pathway Radial glacier

Client Personas

Focus ember

Custodian

Prime foundation Insight legacy Capital wave Pathway Beacon vital

Geographic Focus

Harbor foundation

Industry Interests

Beacon

Investment Themes

Wave Matrix eagle Pioneer catalyst

Investment Vehicles

Focus wave

Services

Radial Summit Radial Matrix element Insight Ridge wave

Technology

Fusion

Owner & Executives

E

EVAN JOHN COPPOLA

CO-CIO, Co-Managing Partner

CRD
#6804218
Ownership
25% but less than 50%
(851) 889-8920
summit.ember@harborcapital.com
in linkedin.com/in/north-atlas
JEREMY CONRAD HUDSON

JEREMY CONRAD HUDSON

Chief Compliance Officer, CO-CIO, Co-Managing Partner

CRD
#4940731
Ownership
25% but less than 50%
(722) 439-7103
oak.focus@alphacapital.com
in linkedin.com/in/bridge-eagle
S

Summit quantum

Value quantum meridian

CRD
#67056
Ownership
41.7%
(905) 972-5533
harbor.prime@quantumcapital.com
in linkedin.com/in/timber-ember

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Contacts

E

Evan J Coppola

Principal

CRD
--
(347) 571-9970
matrix.zenith@primecapital.com
in linkedin.com/in/momentum-delta
J

Jeremy C Hudson

Principal

CRD
--
(692) 780-4218
insight.frontier@foundationcapital.com
in linkedin.com/in/pathway-element
D

Delta north

Ember momentum summit

CRD
#31485
(362) 456-6054
legacy.delta@peakcapital.com
in linkedin.com/in/vertex-north

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2022
09-27-2023
04-08-2024
07-29-2025
04-17-2026
Category Assets AVG. Account size
Discretionary $285,020,638 $559,962
Non-Discretionary $25,068,279 $329,846
Total $310,088,917 $530,067

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Separately Managed Accounts

Total SMA Asset: $310,088,917

$310.1M Total SMA
Equity - Exchange:
12.4%
Public Funds:
10.0%
Cash:
8.7%
Other:
25.3%
Municipal Bonds:
15.9%
Private Funds:
7.4%
U.S. Government/Agency:
20.3%
Asset class Assets Assets %
Equity - Exchange $84,080,433 12.4%
Public Funds $67,806,801 10.0%
Cash $58,991,917 8.7%
Other $171,551,207 25.3%
Municipal Bonds $107,812,814 15.9%
Private Funds $50,177,033 7.4%
U.S. Government/Agency $137,647,807 20.3%
Total $678,068,012 100.0%

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