Firm profile

HUDSON ADVISOR SERVICES, INC.

BUFFALO, NYCRD 107769Latest ADV April 17, 2026

Hudson Advisor Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Buffalo, NY. Its latest Form ADV filing, dated April 17, 2026, reports $310M in regulatory assets under management, 6 employees, 2 offices, and 585 accounts.

Assets Under Management
$310M
Employees
6
Offices
2 offices
Total Clients
286
Primary office
BUFFALO, NY
237 MAIN STREET, SUITE 600, BUFFALO, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CCOJeremy C. Hudson
CIOEvan J. Coppola
CIOJeremy C. Hudson

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 48.6% of total clients.
Top client categories% of clientsClients
1
HNWI
48.6%
139
2
Individuals
42.0%
120
3
Government
4.5%
13
4
Charitable
2.8%
8
5
Pension Plans
2.1%
6
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$310Mas of April 17, 2026
Discretionary91.9%
$285M
92% of total RAUM91.9%
Non-discretionary8.1%
$25M
8% of total RAUM8.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$310M
Total Accounts585
10Y AUM Change+$109M (+53.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee48:1
10Y Employee Change+2 (+50.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.