Investment adviser · CRD 107769

HUDSON ADVISOR SERVICES, INC.

Investment adviser filing (IA)

BUFFALO, NY, United States · Form ADV filed Apr 17, 2026

Regulatory AUM
$310M
Form ADV · Item 5.F
Client accounts
585
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
6
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals139$282,227,56191.0%
Individuals120$21,178,4676.8%
Charities8$4,495,9791.4%
Retirement plans6$1,792,3330.6%
Government entities13$378,4350.1%
Corporations & businessesFewer than 5$16,1420.0%
Filing source

Form ADV 2096142 · Apr 17, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 17, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

237 MAIN STREET, SUITE 600
BUFFALO, NY, 14203, United States

CRD 107769

Filing source

Form ADV 2096142 · Apr 17, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.