Harold Davidson & Associates Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 3, 2026, reports $391M in regulatory assets under management, 7 employees, and 423 accounts.
Assets Under Management
$391M
Employees
7
Offices
--
Total Clients
249
Primary office
LOS ANGELES, CA
1801 CENTURY PARK EAST, #2150, LOS ANGELES, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.3% of total clients.
Top client categories% of clientsClients
1
Individuals
64.3%
160
2
HNWI
30.9%
77
3
Pension Plans
2.0%
5
4
Corporations
2.0%
5
5
Charitable
0.8%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$391Mas of March 3, 2026
Discretionary100.0%
$391M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$391M
Total Accounts423
10Y AUM Change+$104M (+36.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee36:1
10Y Employee Change-1 (-12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.