JH
JH

John Hudson

16 Years of Experience
Rogers, AR

John Hudson is a registered investment advisor at Hexagon Capital Partners, LLC, based in Rogers, AR, with 16 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 318 clients with $870M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
318 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$872.1M

Fee Structure

Minimum Investment:None

Hexagon Capital Partners' investment management fee is based on a percentage of the value of your portfolio each year, ranging from 0.15% to 1.25%. The specific percentage depends on the size and composition of your portfolio and the services provided. The fee is calculated based on the average daily balance of your account and is charged quarterly, after the quarter ends. If you end your advisory agreement, the fee for the final period will be adjusted, and any unearned portion will be refunded.

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Location

2107 S 54th Street, Rogers, AR, 72758

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John is an officer of Hog Country Holding, LLC since 2009. He is also an independent contractor for MLH Properties, LLC and Hudson and Associates, Inc, and a commissioner for Rogers Airport Commission.

Employment History
Current Registrations
Hexagon Capital Partners, LLC
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
Morgan Stanley
June 2012 - December 2019 · 7 yrs 6 mos
Morgan StanleyBroker
June 2012 - December 2019 · 7 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2009 - July 2012 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2009 - July 2012 · 3 yrs
State Registrations1 state
AR
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.