CRD: 304163
Hudson Capital Advisory, Inc.
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-14-2021
- Office Locations
- 3
Office Locations
About Hudson Capital Advisory, Inc.
Hudson Advisor Services provides investment advisory and family office services for individuals, families, trusts, and institutions, serving clients nationally from offices in Buffalo, Vero Beach, and Greenwich. The firm has been registered as an investment adviser since 1994 and is led by executives with prior senior roles at HSBC Bank and Goldman Sachs Trust Company. Portfolios are primarily implemented with ETFs alongside other public and private investments.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
EVAN JOHN COPPOLA
CO-CIO, Co-Managing Partner
- CRD
- #6804218
- Ownership
- 25% but less than 50%
JEREMY CONRAD HUDSON
Chief Compliance Officer, CO-CIO, Co-Managing Partner
- CRD
- #4940731
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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DAVID DENNIS BURROWS
Investment Adviser
- CRD
- #3081923
Michael Patrick McGee
President
- CRD
- #3201847
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $298,764,616 | $584,667 |
| Non-Discretionary | $28,913,708 | $314,279 |
| Total | $327,678,324 | $543,413 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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