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HUDSON ADVISORS

DALLAS, TX · CRD 156078 · IAPD ↗ · hudson-advisors.com · 214-754-8400

$36.39BRegulatory AUM
112Advisory reps
293Employees
0Clients
n/aPlanning clients
55Private funds
2States
3Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — HUDSON ADVISORS shrank from 127 to 112 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2026 — HUDSON ADVISORS now reports custody of client assets ($28.26B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
81
April 2025 — HUDSON ADVISORS grew from 116 to 127 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
81
April 2024 — HUDSON ADVISORS grew from 105 to 116 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.