Hudson Advisor Services, Inc.

Hudson Advisor Services, Inc. is an independent investment advisory firm registered with the SEC, established in 1997 by William N. Hudson. The firm specializes in providing comprehensive investment management services, including record-keeping, tax services, asset management, sub-advisory services, and special services tailored to meet individual client needs. The firm's ownership includes William N. Hudson III, Evan J. Coppola, and Jeremy C. Hudson. Hudson Advisor Services has approximately $312,223,000 in client assets under management as of December 31, 2024, with a minimum account size requirement of $1,000,000. For fees, the firm charges an annual fee not exceeding 1.00% of assets under management, subject to negotiation. Clients can pay fees through direct debiting or billing. Hudson Advisor Services does not engage in performance-based fees or side-by-side management. The firm acts as a fiduciary and does not have any reportable disciplinary history. It does not participate in soft dollars but is affiliated with Hudson Capital Advisory, Inc., which may manage certain client accounts. The firm does not vote client securities but provides information on proxy voting and class action settlements. Clients can contact the Chief Compliance Officer, Jeremy Hudson, for additional information or to submit complaints.