Data / Investment advisers / New York / Davidov Wealth Group, LLC
Davidov Wealth Group, LLC, Garden City, NY: $174 million AUM, SEC registered investment adviser
Davidov Wealth Group, LLC is an SEC registered investment adviser with its main office in Garden City, New York and reports $174 million in regulatory assets under management in its Form ADV filed July 31, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management and hourly charges.
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- Registration
- SEC registered investment adviser
- CRD number
- 166794
- SEC file number
- 801-119871
- SEC status
- Approved, effective December 7, 2020
- Main office
- 1122 Franklin Avenue Suite 102, Garden City, NY 11530
- Phone
- (516) 587-5550
- Website
- davidovfinancial.com
- Regulatory AUM
- $174,474,636 in the Form ADV filed July 31, 2026
- Discretionary AUM
- $174,474,636
- Accounts
- 668
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 77 | $112 million |
| Individuals (other than high net worth individuals) | 277 | $53.9 million |
| Charitable organizations | 2 | $3.6 million |
| Corporations or other businesses | 5 | $3.2 million |
| Pension and profit sharing plans | 2 | $1.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| August 3, 2026 | $174.5 million | July 31, 2026 |
| April 1, 2026 | $143.8 million | March 12, 2026 |
| December 1, 2025 | $112.9 million | February 20, 2025 |
Other advisers in Garden City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Flynn Zito Capital Management, LLC | Garden City | $773.9 million | Not listed | adviserinfo.sec.gov |
| Wilmington Capital Securities, LLC | Garden City | $277.1 million | Not listed | adviserinfo.sec.gov |
| Brixton Capital Wealth Advisors, LLC | Garden City | $212.4 million | Not listed | adviserinfo.sec.gov |
| The Bendix Financial Group, Inc. | Garden City | $196.6 million | Not listed | adviserinfo.sec.gov |
| First American Asset Advisory, LLC | Garden City | $191.8 million | Not listed | adviserinfo.sec.gov |
| Hegarty Advisors, LLC | Garden City | $171.1 million | Not listed | adviserinfo.sec.gov |
| Five Eleven Partners | Garden City | $162.7 million | Not listed | adviserinfo.sec.gov |
| Stephen J. Garry & Associates, LLC | Garden City | $142.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Garden City, NY
- Investment advisers in New York
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Davidov Wealth Group, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.