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Buffalo, NY Office

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Hudson Capital Advisory, Inc. logo

Hudson Capital Advisory, Inc.

Supported

Firm-wide stats for Hudson Capital Advisory, Inc.

Total advisors

2

Across 3 offices

Clients per advisor

122 Very High

Avg AUM per client

$1,337,224 High

HNW client ratio

58% Very High

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.

Based on Hudson Capital Advisory, Inc.

Expertise

Wealth management Active portfolio management Private / alternative investments Concentrated stock management

Based on Hudson Capital Advisory, Inc.

Location

237 Main Street, Suite 600

Buffalo NY 14203

Advisors at this office

3

Advisors at this office

user avatar

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.

Wealth management Active portfolio management Private / alternative investments Concentrated stock management
user avatar

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.

Wealth management Active portfolio management Private / alternative investments Concentrated stock management
user avatar

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.

Wealth management Active portfolio management Private / alternative investments Concentrated stock management
View complete list of advisors at this office
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