DAVIDOV FINANCIAL COACHING, LLC
SEC RegisteredWelcome to Davidov Financial Coaching
About the firm
Davidov Financial Coaching is a comprehensive financial services and wealth management firm committed to helping clients meet their long-term financial goals. The firm is led by experienced estate planning attorneys and offers a personal approach through a qualified team. At Davidov Financial, relationships are considered pivotal in the wealth management process.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers estate planning, retirement planning, tax planning, investment management, asset and risk management, and estate and family wealth planning, coordinated through a holistic five-area approach to financial planning.
Who they serve
Clients seeking long-term financial planning, including those focused on estate planning, retirement planning, tax planning, and investment management, as well as women seeking financial strategies.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 273 | $56M |
| High Net Worth Individuals | 98 | $82M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 4 | $863k |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DAVIDOV FINANCIAL COACHING, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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