Hudson House Capital Incorporated
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$280,000
Clients
0
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Hudson House Capital Incorporated is a fee‑only registered investment adviser that provides discretionary investment management and comprehensive wealth management and financial planning to a range of clients, including individuals (including non‑high‑net‑worth), charitable organizations, and businesses. The firm primarily advises on publicly traded securities, mutual funds, ETFs, fixed income and cash equivalents and delivers ongoing portfolio supervision tied to client objectives and risk tolerance.
The firm constructs portfolios using a mix of passive and active approaches, emphasizing asset allocation, manager and fund selection, and may incorporate technical analysis and other methods in security selection. Clients receive regular reviews (typically quarterly) and custodian‑provided reporting; the firm does not accept client‑imposed investment restrictions.
Noteworthy aspects include that the firm’s principal office is located outside the United States and that several related entities are registered with non‑U.S. regulators, a cross‑border structure that is uncommon among its peer group. The firm operates at a relatively small scale for an investment‑manager category, reports a modest asset base and no account minimum, and explicitly offers services to non‑HNW individual clients, which distinguishes it from many peers that focus mainly on pooled or institutional mandates.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
$0 - $1,000,000: 1.75% annually (Wealth Management Services) $1,000,001 - $5,000,000: 1.50% annually (Wealth Management Services) Above $5,000,001+: 1.25% annually (Wealth Management Services) $0 - $1,000,000: 1.50% annually (Investment Management Services) $1,000,001 - $5,000,000: 1.25% annually (Investment Management Services) Above $5,000,001+: 1.00% annually (Investment Management Services)
Minimum fee: Initial fee up to $15,000 for comprehensive financial plan, may be reduced or waived at Advisor's discretion Fee-only: Fee-only compensation; no commissions or other sales-related compensation
Most active in
Hudson House Capital Incorporated has reported serving >5 clients in these states in the last 12 months.
New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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