Legal & Compliance
Form CRS — Client Relationship Summary
A brief, plain-English summary of our relationship with retail investors.
Last updated: July 31, 2026
Form CRS (also called the Client Relationship Summary, or Form ADV Part 3) is a short document the U.S. Securities and Exchange Commission requires investment advisers who serve retail investors to prepare and deliver. It is written in plain English to help you understand your relationship with our firm.
What Form CRS Covers
Our Form CRS provides a concise overview of:
- The types of advisory services we offer to retail investors.
- The fees and costs you may pay, and how we are compensated.
- The conflicts of interest we may have and how we address them.
- The standard of conduct we are required to meet.
- Our legal and disciplinary history, if any.
- Key questions you can ask us to better understand the relationship.
Review Our Form CRS
We encourage current and prospective clients to read our Form CRS carefully and to ask us any questions you may have.
Form CRS (Client Relationship Summary)
PDF · Updated July 31, 2026
Where Else to Find It
Our Form CRS is also available through the SEC Investment Adviser Public Disclosure website at adviserinfo.sec.gov. You may also request a copy at no charge by contacting us at (918) 394-1966 or john@hudsonwmgroup.com.
