DBA: HUDOCK CAPITAL GROUP
| Total AUM | $1.00B |
| Discretionary | $930.8M93% of AUM |
| Non-Discretionary | $72.4M |
| Client Accounts | 2,589 |
| Avg Account Size | $387K |
| Employees | 15 |
| Peak AUM | $1.00BFeb 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.0B | +18.1% | +11.0% | +9.7% | |
| Discretionary AUM | |||||
| Total AUM | $1.00B |
| Discretionary | $930.8M |
| Employees | 15 |
| Client Accounts | 2589 |
| Client Range | 0 |
Address
400 MARKET STREET
WILLIAMSPORT PA 17701
Phone
570-326-9500
Filing History
65 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$931M
92.8% of AUM
Non-Discretionary
$72M
7.2% of AUM
Disc. mix ▲ 0.2pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$1.0B
| $931M |
| +18.4% |
| +11.2% |
| +10.2% |
| Non-Disc. AUM | $72M | +14.9% | +8.6% | +4.9% |
| Total Accounts | 3k | +4.1% | +5.3% | +4.5% |
| Avg Account Size | $387,482.371 | +13.5% | +5.5% | +4.9% |
| Employees | 15 | +7.1% | +2.3% | +13.6% |
| AUM / Employee | $67M | +10.3% | +8.5% | 3.5% |
Client AUM Segments | |||||
| Wealth AUM | $967M | +18.6% | +11.0% | +9.8% | |
| Institutional AUM | $37M | +6.5% | +13.0% | +6.7% | |
Client Count Segments | |||||
| HNW Clients | 612 | +0.7% | +2.3% | +3.2% | |
| Institutional | 45 | 0.0% | +7.7% | +9.4% | |
| Individuals | 264 | +12.8% | +8.4% | +9.5% | |