Harold Davidson & Associates, Inc.

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Client assets under management

$360,087,070

Clients

237

32% high-net worth

Advisors

of 7 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$1,519,355

About

Harold Davidson & Associates provides comprehensive portfolio management, financial planning, and retirement plan consulting to individuals (including high‑net‑worth clients), trusts, pension plans, and businesses. The firm reports discretionary management of approximately $390.5 million across about 237 client relationships and operates with a small advisory team.

Advisory work is individualized for portfolio management clients and includes fundamental analysis, long‑ and short‑term purchase strategies, ongoing monitoring and rebalancing, and cash management in conservative vehicles; standalone planning engagements can include real estate analysis, cost segregation studies, mortgage/debt analysis and corporate-structure advice. The firm also serves as an adviser to employer retirement plans and, when suitable, recommends private pooled vehicles such as real‑estate limited partnerships.

The firm is affiliated with HDA Properties Inc., which the brochure describes as a vehicle used to create and package real estate limited partnerships; Harold Davidson & Associates and related persons act as general partner/manager and investment adviser to those pooled vehicles and solicit advisory clients to invest, with separate general‑partner fees disclosed. The brochure also discloses a past SEC sanction and fine for late delivery/filing of Form CRS during the COVID‑19 period, with the firm reporting full compliance as of April 20, 2021.

Client services

Financial planning Portfolio management Newsletters or periodicals

Investment counseling services may include investing in real estate through an affiliate, hda properties inc.

Expertise

Real estate investing Options & derivatives strategies

Occupation focus

Founder/Business Owner

Fee options

Fixed

Flat fees range between $2,000 and $4,000 for financial planning and consulting services

Project-based

$300 per hour for financial planning and consulting services

Main office location

Harold Davidson & Associates, Inc.

1801 Century Park East, #2150

Los Angeles CA 90067, United States

Number of offices

Most active in

Arizona · California · Florida · Louisiana · Nevada · New York · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 310-553-5551

Advisors at this firm

Craig F

CFP®

Los Angeles, CA

Harold Davidson & Associates, Inc.

Craig Farkas is a CFP® professional at Harold Davidson & Associates, Inc. with over 27 years of experience at the firm. He is based in Los Angeles, CA. Harold Davidson & Associates, Inc. manages approximately $358 million in discretionary assets for individuals, trusts, retirement plans, and other entities. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a combination of fundamental analysis and various investment strategies across multiple asset classes.

Real estate investing Options & derivatives strategies Founder/Business Owner

Stephanie C

Series 66

Los Angeles, CA

Harold Davidson & Associates, Inc.

Stephanie Chow is a financial advisor at Harold Davidson & Associates, Inc. with one year of industry experience. She holds the Series 66 designation and previously worked at UBS and other firms. Outside of her advisory role, she is also a notary. Harold Davidson & Associates, Inc. manages approximately $358 million in discretionary assets for individuals, trusts, retirement plans, and other entities. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing fundamental analysis and a combination of long- and short-term strategies across various investment vehicles.

Real estate investing Options & derivatives strategies Founder/Business Owner

Vick K

Series 65, Series 66

Los Angeles, CA

Harold Davidson & Associates, Inc.

Vick Khoboyan is a financial advisor at Harold Davidson & Associates, Inc. with six years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms including F/M Investment LLC, Gries Financial Partners, Oakhurst Capital Management, and First Western Capital Management. Harold Davidson & Associates, Inc. manages approximately $358 million in discretionary assets for individuals, trusts, retirement plans, and other entities. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a mix of long- and short-term strategies across various asset classes and conducting regular portfolio reviews.

Real estate investing Options & derivatives strategies Founder/Business Owner

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