Firm profile

DAVIDOV FINANCIAL COACHING, LLC

NEW HYDE PARK, NYCRD 166794Latest ADV March 12, 2026

Davidov Financial Coaching, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New Hyde Park, NY. Its latest Form ADV filing, dated March 12, 2026, reports $144M in regulatory assets under management, 3 employees, and 663 accounts.

Assets Under Management
$144M
Employees
3
Offices
--
Total Clients
383
Primary office
NEW HYDE PARK, NY
1981 MARCUS AVENUE, SUITE 231, NEW HYDE PARK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOMichael Davidov

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 71.3% of total clients.
Top client categories% of clientsClients
1
Individuals
71.3%
273
2
HNWI
25.6%
98
3
Corporations
1.6%
6
4
Pension Plans
1.0%
4
5
Charitable
0.5%
2
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$144Mas of March 12, 2026
Discretionary100.0%
$144M
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.

Total AUM$144M
Total Accounts663
10Y AUM Change+$83M (+136.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee128:1
10Y Employee Change+2 (+200.0%)

* 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.