CRD: 44357
Hudson Heritage Capital Management, Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-26-1998
- Office Locations
- 1
Office Locations
About Hudson Heritage Capital Management, Inc.
Hudson Heritage Capital Management (HHCM) is a FINRA broker/dealer and registered investment adviser founded in 1997 and headquartered in New York. The firm provides investment, financial planning, and insurance solutions for individuals and corporations. Its advisory portfolios commonly use ETFs, mutual funds, and fixed income, and it custody-clears through firms such as Charles Schwab.
Reported data analysis
What the numbers show
Between March 5, 2025 and March 23, 2026, reported AUM increased 5.7%, from $121.7M to $128.7M.
Across 5 reported observations, AUM increased 13.1% between June 7, 2022 and March 23, 2026, from $113.7M to $128.7M.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 2 advisory representatives and 300 clients, or 150 clients per representative. That equates to $428.9K in reported AUM per client.
The profile lists 1 reported office location and 28 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Hudson Heritage Capital Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
FREDERICK WILLIAM PETERSON
Vice President
- CRD
- #1420142
- Ownership
- 50% but less than 75%
DOMINICK THOMAS SCIANANDRE
Chief Compliance Officer, Operations Principal, President
- CRD
- #872050
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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JOHN FRANCIS CANCALOSI
--
- CRD
- #4394045
RONALD FRANK FERRAROTTI
--
- CRD
- #4011557
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $128,660,000 | $279,696 |
| Total | $128,660,000 | $279,696 |
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Separately Managed Accounts
SMA allocation detail is available
Hudson Heritage Capital Management, Inc. has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.