Hudson Capital Advisory, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hudson Capital Advisory provides investment management, standalone financial planning and consulting to individuals — including both high-net-worth and non‑high‑net‑worth clients — and to other registered investment advisers. The firm also offers bookkeeping and administrative services and accepts sub‑advisory and co‑advisory engagements for third‑party advisors.
Hudson Capital constructs customized portfolios for discretionary and non‑discretionary mandates and employs a mix of fundamental, technical and cyclical analysis, along with two proprietary portfolio strategies. The firm uses a variety of billing arrangements, including asset‑based and performance‑based compensation for eligible clients, and makes financial planning available as a separate, hourly service.
Notable features that distinguish Hudson Capital from many peers include active sub‑advisory and outsourced Chief Investment Officer relationships with other SEC‑registered advisers and a co‑advisory model that allocates specific investment and administrative duties between firms. The brochure also discloses a research fee‑sharing arrangement with a third‑party research provider (Monetary Management Corporation) and an ongoing operational integration with a sister advisory firm that the firm says is planned to be merged.
Client services
Expertise
Fee options
Fixed fee for bookkeeping services, typically not exceeding $500 per month
$0 - $400,000: 1.500% $400,001 - $750,000: 1.250% $750,001 - $1,000,000: 1.000% $1,000,001+: Negotiable
Up to $350 per hour for financial planning/consulting services
20% of net profits subject to quarterly high-water mark for Qualified Clients
Account minimum: $100,000 Fee-only: Investment management fees, hourly fees for financial planning/consulting services up to $350/hour, fixed fees for bookkeeping services up to $500/month
Main office
See office237 Main Street, Suite 600
Buffalo NY 14203
Advisors at this office
3
Offices (3)
Most active in
California · Connecticut · Florida · Maryland · New York · West Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Evan C
Series 65
Buffalo, NY
Hudson Capital Advisory, Inc.
Evan Coppola is a Series 65-licensed financial advisor at Hudson Capital Advisory, Inc. with four years of industry experience. He has worked at Hudson Capital Advisory since 2021 and previously at Miller, Gesko & Company, Inc. since 2025. Hudson Capital Advisory provides investment management, financial planning, and consulting services to individuals and other registered investment advisers. The firm uses a combination of fundamental, technical, and cyclical analysis, along with proprietary strategies, to construct customized portfolios for discretionary and non-discretionary mandates.
David B
Series 63
Greenwich, CT
Hudson Capital Advisory, Inc.
David Burrows is a financial advisor at Hudson Capital Advisory, Inc. He holds a Series 63 designation and has 23 years of industry experience, including his prior role at Hudson Advisor Services. He serves as a co-trustee for a family trust under Fiduciary Trust Company. Hudson Capital Advisory provides investment management, financial planning, and consulting services to both high-net-worth and non-high-net-worth individuals, as well as other registered investment advisers. The firm constructs customized portfolios using a combination of fundamental, technical, and cyclical analysis alongside proprietary strategies, and offers sub-advisory and co-advisory relationships.
Jeremy H
Series 65
Buffalo, NY
Hudson Capital Advisory, Inc.
Jeremy Hudson is a financial advisor at Hudson Capital Advisory, Inc. in Buffalo, NY, holding a Series 65 credential with four years of industry experience. He previously worked at Miller, Gesko & Company Inc. and has a long tenure at Hudson Advisor Services, Inc. Outside of his advisory role, he is involved with HOL Property Management and Vera Beta, Inc. Hudson Capital Advisory provides investment management, financial planning, and consulting services to individuals and other registered investment advisers. The firm offers customized portfolios using fundamental, technical, and cyclical analysis, along with proprietary strategies, and maintains active co-advisory and sub-advisory relationships with other SEC-registered advisers.
Michael M
Series 63, Series 65, Series 66
Vero Beach, FL
Hudson Capital Advisory, Inc.
Michael Mc Gee is a financial advisor at Hudson Capital Advisory, Inc. with 15 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Morgan Stanley Private Bank, Northern Trust, and Hawthorn Family Office. Outside of advising, Mc Gee serves on the boards and finance committees of local nonprofit hospice organizations in Vero Beach, Florida. Hudson Capital Advisory provides investment management, financial planning, and consulting services to individuals and other registered investment advisers. The firm offers customized portfolio solutions using a combination of fundamental, technical, and cyclical analysis, alongside proprietary strategies and active co-advisory relationships.
William H
CFP®, Series 66
Buffalo, NY
Hudson Capital Advisory, Inc.
William Hudson III is a CFP® professional with 25 years of industry experience. He is currently affiliated with Hudson Capital Advisory, Inc. and has held roles at Miller, Gesko & Company Inc., Hudson Capital Advisory, LLC, Hudson Advisor Services, Inc., and Monetary Management Corporation. Hudson Capital Advisory provides investment management, financial planning, and consulting services to individuals — including both high-net-worth and non-high-net-worth clients — as well as to other registered investment advisers. The firm offers customized portfolios using fundamental, technical, and cyclical analysis, along with proprietary strategies, and maintains active sub-advisory and co-advisory relationships with other SEC-registered advisers.
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