Investment adviser · CRD 166794
DAVIDOV FINANCIAL COACHING, LLC
Investment adviser filing (IA)
GARDEN CITY, NY, United States · Form ADV filed Jul 31, 2026
- Regulatory AUM
- $174M Form ADV · Item 5.F
- Client accounts
- 668 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 77 | $111,953,462 | 64.2% |
| Individuals | 277 | $53,949,814 | 30.9% |
| Charities | Fewer than 5 | $3,600,423 | 2.1% |
| Corporations & businesses | 5 | $3,208,233 | 1.8% |
| Retirement plans | Fewer than 5 | $1,762,704 | 1.0% |
Filing source
Form ADV 2119097 · Jul 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
1122 FRANKLIN AVENUE, SUITE 102GARDEN CITY, NY, 11530, United States
CRD 166794
Filing source
Form ADV 2119097 · Jul 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.