Bryan David Kabot
Financial advisor at Hudson Capital Management LLC · Ramsey, NJ
Last updated 2026-10-10
Claim your profileBryan David Kabot is a financial advisor at Hudson Capital Management LLC in Ramsey, NJ, CRD 4685964. Licenses and exams on the registration: Series 66. IAPD registration began 2003-09-30.
Registration
- CRD number
- 4685964
- Registration status
- Active
- IAPD registration
- 2003-09-30
- Industry Experience
- 23 years
- Work Experience
- 12 years
- States registered
- NJ
Licenses and exams
- Series 66
Designations
- CFP®
Work history
- 2013-12 to Present · Regency Wealth Management · Ramsey, NJ
Current employment
- Regency Wealth Management · Ramsey, NJ
Hudson Capital Management LLC
- Regulatory AUM
- $642,604,900
- Registered advisors
- 7
- Offices
- 2
- Clients per advisor
- 44.6 (Low)
- Average AUM per client
- $2.1M (Low)
- High-net-worth client ratio
- 59.0% (High)
Hudson Capital Management LLC: advisors, services and reported ETF investments
About
Bryan David Kabot is a CFP® financial advisor at Regency Wealth Management, operating as Hudson Capital Management LLC in Ramsey, NJ. Reported securities licenses include Series 66. The latest record indicates 23 years of industry experience and 12 years of reported work history.
Hudson Capital Management LLC's firm-level Form ADV reports 7 advisors across 2 offices; approximately 44.6 clients per advisor, average assets per client of $2,059,631, and regulatory AUM of $642.6M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients.
PortfolioFuture's firm-level 13F analysis covers $206.6M across 24 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Bryan David Kabot personally.
Reported ETF positions
Hudson Capital Management reports 24 ETF positions worth $206.6M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| BOND — PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $40.8M |
| AGG — iShares Core U.S. Aggregate Bond ETF | $28.1M |
| BSCQ — Invesco BulletShares 2026 Corporate Bond ETF | $25.9M |
| IEFA — iShares Core MSCI EAFE ETF | $24.6M |
| IJK — iShares S&P Mid-Cap 400 Growth ETF | $23.8M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Hudson Capital Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $1.1M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $1.1M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | ISTB — iShares Core 1-5 Year USD Bond ETF | $317.9K | Top 97.9% | Residual alpha +0.12% · Residual Sharpe 0.04 |
| Diversification Benefits | AVEM — Avantis Emerging Markets Equity ETF | $9.4M | Top 77.7% | Replicability (R²) 93.8% · Residual Sharpe 0.15 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Hudson Capital Management LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Location
500 North Franklin Turnpike, Ramsey, NJ 07446
6 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 201-447-5850
- Website: regencywealth.com
Official record
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