SourcingSourcing

HUDSON CAPITAL MANAGEMENT LLC

C41
CRD 131208·SEC 801-72134·RAMSEY, NJ
AUM
$642.6M
$500M-$1B
Est. Revenue
$6.4M
@ 1% on AUM
Est. EBITDA
$1.9M
@ 30% margin
Est. Deal Value
$15.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HUDSON CAPITAL MANAGEMENT LLC
CRD
131208
SEC file #
801-72134
EIN
200827986
DBA names
Regency Wealth Management

Economics

AUM
$642.6M
AUM band
$500M-$1B
AUM trajectory
'20'26
$296.8M → $642.6M▲ +117%
Client mix
Individuals High Net Worth184
Individuals Other103
Charitable Organizations18
Pension Profit Sharing Plans4
Corporations3

Operations

Employees (total)
8
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
5 advisors → 4 advisors▼ -20%
Primary office
RAMSEY NJ
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/17/2026
ADV-W filed at
—
Website
linkedin.com/company/regency-wealth-management(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PARKER, TIMOTHY, GLENN
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
PARKER, TIMOTHY, GLENN
REITSMA, MARK, DAVID
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:hudson.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001727342
Edgar Registered
Yes
Edgar Filing Count
36
Edgar First Filing Date
2018-01-23
Edgar Last Filing Date
2026-04-13
Edgar 13f Count
34
Edgar 13f Latest AUM Estimate
Filing Date2026-04-13
Accession0001727342-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
500 NORTH FRANKLIN TPKESUITE 212RAMSEY, NJ 07446
Business
500 NORTH FRANKLIN TPKESUITE 212RAMSEY, NJ 07446
Edgar EIN
200827986
Edgar Recent Filings
13F-HR2026-04-13 · 0001727342-26-000002
13F-HR2026-01-21 · 0001727342-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2783267
Trust Company Affiliate
No

People (6)

6
REITSMA, MARK, DAVID
IAR · Direct Owner · 37.5%
4428584
PARKER, TIMOTHY, GLENN
IAR · Direct Owner · 37.5%
2783267
ANDRAOS, MARK, MEENA
IAR · Direct Owner · 17.5%
6132242
KABOT, BRYAN, DAVID
IAR · Direct Owner · 17.5%
4685964
ARAN, ANDREW, MICHAEL
IAR · Direct Owner · 7.5%
2025715
Ryan Kevin Hulsebos
IAR
7627170