Barbara B. Hudock
HUDOCK CAPITAL GROUP | CEO & Founding Partner
WILLIAMSPORT, PA 17701
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CRD#: 1023038
Professional summary
Barbara Benner Hudock, CIMA®, who also goes by Barbara Louise Benner, Barbara Benner (maiden) Hudock, is a registered financial advisor currently at HUDOCK CAPITAL GROUP located in Williamsport, Pennsylvania and APW CAPITAL, INC. located in Williamsport, Pennsylvania.
Barbara is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1981. Barbara has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Biography
Our core purpose, our passion, is to make a positive and profound difference in the lives of our clients and in the communities we serve. We develop a dynamic relationship with each client—one that is centered on a highly personalized and principled approach to investing with purpose. When clients walk through our doors, our “secret mission” is that they are magically transported to a world that's kinder, gentler, warmer, friendlier, and where their dreams come true.
Question & Answer
What are your service offerings?
Financial planning
Philanthropic services
Trust & estate planning
Insurance
Trading individual securities
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Barbara Louise Benner | Barbara Benner (maiden) Hudock
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)HUDOCK CAPITAL GROUP; WILLIAMSPORT, PA; RIA; SVC. DESCRIPTION: REGISTERED INVESTMENT ADVISOR; LLC; TITLE: FOUNDING PARTNER AND CHIEF EXECUTIVE OFFICER; 100% TIME SPENT. 2)WOODCOCK FOUNDATION FOR APPRECIATION OF THE ARTS; JACKSONVILLE, FL; SVC. DESCRIPTION: NON-PROFIT FOUNDATION TO BENEFIT THE ARTS; DUTIES: FINANCE COMMITTEE-ADVISE AND MAKE RECOMMENDATIONS ON INVESTMENTS, ATTEND SEMI-ANNUAL MEETINGS, PARTICIPATE IN DETERMINING DISTRIBUTIONS TO NON-PROFIT ARTS GROUPS; TITLE: TRUSTEE; <1% TIME SPENT.
CRS (Client Relationship Summary) - RIA
Click below to view Barbara Benner Hudock's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
November 20, 2009 - Present
HUDOCK CAPITAL GROUP
Office #1: 400 Market Street Suite 200, Williamsport, PA 17701RIA
CRD#: 149255
WILLIAMSPORT, PA
Current
March 24, 2011 - Present
APW CAPITAL, INC.
Office #1: 400 Market Street, Ste. 200, Williamsport, PA, 17701BD
CRD#: 43814
Williamsport, PA
Past
October 11, 2002 - March 21, 2011
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
WILLIAMSPORT, PA
Past
November 30, 2001 - March 21, 2011
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
WILLIAMSPORT, PA
Past
December 28, 1981 - December 5, 2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HC
HUDOCK CAPITAL GROUP
HUDOCK CAPITAL GROUP | HUDOCK, INC. | HUDOCK MOYER WEALTH RESOURCES, LLC | HUDOCK MOYER WEALTH MANAGEMENT, LLC | HUDOCK CAPITAL GROUP, LLC
CRD#: 149255 / SEC#: 801-70772
RIA
Registered Investment Advisory firm - (11/19/2009 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(3/24/2011)
RR
Colorado(7/8/2014)
RR
Connecticut(9/26/2013)
RR
District of Columbia(9/26/2013)
RR
Florida(1/4/2022)
RR
Maryland(11/1/2017)
RR
Massachusetts(3/24/2011)
RR
New Jersey(3/24/2011)
RR
New York(3/24/2011)
RR
North Carolina(6/9/2023)
RR
Ohio(11/3/2023)
IAR
Pennsylvania(11/20/2009)
RR
Pennsylvania(3/24/2011)
RR
South Carolina(9/26/2013)
RR
Texas(10/14/2025)
RR
Vermont(6/19/2019)
RR
Virginia(3/24/2011)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
HC
HUDOCK CAPITAL GROUP
HUDOCK CAPITAL GROUP | HUDOCK, INC. | HUDOCK MOYER WEALTH RESOURCES, LLC | HUDOCK MOYER WEALTH MANAGEMENT, LLC | HUDOCK CAPITAL GROUP, LLC
CRD#: 149255 / SEC#: 801-70772
RIA
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Contact information
Main Address
400 Market Street Suite 200, Williamsport, PA 17701
Mailing Address
Phone number
(570) 326-9500
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,487 |
| AUM (Assets Under Management) | $ 849,132,928 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/15/2025 | ||
| 12/23/2024 |
Red Flags
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Company Information
HUDOCK CAPITAL GROUP
CEO & Founding PartnerCRD#: 149255Williamsport, PA 17701TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
