DAVIDOV FINANCIAL COACHING, LLC

Overview

Davidov Financial Coaching, LLC is an independent registered investment adviser that opened in 2020 and is owned by an individual principal. The firm serves a mix of individual and family clients and smaller institutional relationships, providing financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers. Its fee model combines a percentage of assets under management with hourly charges, and it functions as a capital allocator—deploying client capital across third‑party products and managers when appropriate. The firm’s business footprint extends beyond pure advisory work: it is also affiliated with real estate brokerage, insurance brokerage and a law practice, and it sponsors limited partnerships (excluding pooled investment vehicles). Those operating connections point to an integrated approach where advisory decisions can be informed by in‑house expertise across insurance, legal and real estate matters. Davidov Financial Coaching is not positioned as an active ESG investor and is not set up as a multi‑state adviser.

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Public Holdings

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Location & Offices