# Davidov Wealth Group, LLC

> Davidov Wealth Group, LLC is an SEC-registered investment advisory firm in Garden City, NY, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 31, 2026.

- CRD: 166794
- Filed as: DAVIDOV WEALTH GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Garden City, NY
- Filing period: October 2026
- Form ADV filing dated: July 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/166794
- AdvisorCensus page: https://advisorcensus.com/firm/davidov-wealth-group-llc-garden-city-ny-166794

## Quick answers

**How is Davidov Wealth Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Davidov Wealth Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Davidov Wealth Group, LLC located?**
Davidov Wealth Group, LLC's principal office is in Garden City, NY, according to its Form ADV.

**Is Davidov Wealth Group, LLC registered with the SEC or a state?**
Davidov Wealth Group, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 166794.

**How much does Davidov Wealth Group, LLC manage?**
Davidov Wealth Group, LLC reports $174,474,636 in regulatory assets under management in its Form ADV filing dated July 31, 2026 (100% discretionary).

**How have Davidov Wealth Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Davidov Wealth Group, LLC: Regulatory assets under management: $67,602,330 in the October 2021 data and $174,474,636 in the October 2026 data, up 158%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Davidov Wealth Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (277); high net worth individuals (77); corporations or other businesses not listed above (5).

**Which custodians does Davidov Wealth Group, LLC use?**
Davidov Wealth Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Davidov Wealth Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/166794

**Does Davidov Wealth Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 31, 2026 says: "There is a $750,000 minimum account size. The minimum may be reduced based on the discretion of the Advisor."

**What changed in Davidov Wealth Group, LLC's recent Form ADV filings?**
In the August 2026 filing data: Changed its legal name from Davidov Financial Coaching, LLC to Davidov Wealth Group, LLC. Regulatory assets under management went from $143,784,849 to $174,474,636 (+21%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated July 31, 2026)

- Account minimum: $750,000 (the brochure says it may be waived or negotiated)

> There is a $750,000 minimum account size. The minimum may be reduced based on the discretion of the Advisor.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $174,474,636
- Discretionary: $174,474,636
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 277 | $53,949,814 |
| High net worth individuals | 77 | $111,953,462 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $1,762,704 |
| Charitable organizations | 2 | $3,600,423 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 5 | $3,208,233 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- davidovfinancial.com
- Facebook @DavidovFinancialCoaching
- Facebook @michael.davidov.5
- LinkedIn @davidovmichael

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $67,602,330 | 2 | July 14, 2021 |
| October 2022 | $78,467,805 | 2 | February 9, 2022 |
| October 2023 | $77,418,687 | 2 | March 27, 2023 |
| October 2024 | $103,645,161 | 3 | September 5, 2024 |
| October 2025 | $112,929,430 | 3 | February 20, 2025 |
| October 2026 | $174,474,636 | 3 | July 31, 2026 |

Regulatory assets under management: $67,602,330 in the October 2021 data and $174,474,636 in the October 2026 data, up 158%.
Total employees: 2 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Changed its legal name from Davidov Financial Coaching, LLC to Davidov Wealth Group, LLC.
- Regulatory assets under management went from $143,784,849 to $174,474,636 (+21%).

### April 2026
- Regulatory assets under management went from $112,929,430 to $143,784,849 (+27%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Davidov Wealth Group, LLC (CRD 166794): Form ADV filing data as of October 2026.