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Davidov Financial Coaching, LLC

Updated today

Client assets under management

$138,012,215

Clients

371

26% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

186

Very High

Average account size

$372,001

About

The firm provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, and also serves pension accounts. It offers ongoing investment supervisory services charged as a percentage of assets under management and financial planning on an hourly basis.

Investment recommendations are documented in an Investment Policy Statement and are based on fundamental analysis, with both long- and short-term trading strategies used as appropriate to client goals and risk tolerances. The firm requests discretionary trading authority, conducts quarterly reviews performed by its managing member, and relies on custodian account statements for client reporting.

The firm’s profile is notable for multiple outside business activities that are uncommon among peers: its principal maintains a law practice, is a licensed insurance agent and a licensed real estate broker, and serves as manager of a separate entity that raises capital for real estate investments. Those affiliations and occasional sales of commissionable products or syndication interests are disclosed in the brochure and are presented as optional services clients may accept or decline, which the firm identifies as potential sources of conflict of interest.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Cash flow / budgeting

Fee options

Percentage

0.99% annually

Project-based

$350 to $600 per hour

Other

Account minimum: $500,000 Minimum fee: $250 - $500 one-time fee to analyze a client’s investment portfolio

Main office location

Davidov Financial Coaching, LLC

1981 Marcus Avenue, Suite 231

New Hyde Park NY 11042, United States

Number of offices

1

Most active in

Florida · New York

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ethan D

Series 65

New Hyde Park, NY

Davidov Financial Coaching, LLC

Ethan Davidov is a financial advisor at Davidov Financial Coaching, LLC with one year of industry experience. He holds a Series 65 designation and has prior work history that includes roles in law and education from 2014 to 2024. Outside of advising, he maintains roles as an attorney, licensed insurance agent, real estate broker, and manages a real estate syndication. Davidov Financial Coaching, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and select pension accounts. The firm employs fundamental analysis and combines long-term and short-term trading strategies, tailoring asset allocations to clients’ goals and risk tolerance.

Wealth management Cash flow / budgeting
user avatar

Michael D

CFP®

New Hyde Park, NY

Davidov Financial Coaching, LLC

Michael Davidov is a CFP® professional with five years of experience in financial advising. He is the principal of Davidov Financial Coaching, LLC and has been involved with the firm since 2013. In addition to his advisory role, he manages Covey Sandler 26, LLC, where he oversees asset management, capital raising, and investor relations. Davidov also practices law and holds licenses as an insurance agent and real estate broker. Davidov Financial Coaching, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and select pension accounts. The firm employs fundamental analysis and combines long-term and short-term trading strategies, managing approximately $113 million across over 300 client relationships with customized Investment Policy Statements.

Wealth management Cash flow / budgeting
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