Harold Davidson & Associates, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$360,087,070
Clients
237
Advisors
4
of 7 employees
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
Expertise
Occupation focus
Fee options
Flat fees range between $2,000 and $4,000 for financial planning and consulting services
$300 per hour for financial planning and consulting services
Main office
1801 Century Park East, #2150
Los Angeles CA 90067
Advisors at this office
4
Most active in
Arizona · California · Florida · Louisiana · Nevada · New York · Texas
Also doing business as
Harold Davidson & Associates Inc · Harold Davidson & Associates, Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Craig F
CFP®
Los Angeles, CA
Harold Davidson & Associates, Inc
Craig Farkas is a CFP® at Harold Davidson & Associates, Inc. with one year of industry experience. He has been with Harold Davidson & Associates since 2025. Harold Davidson & Associates provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and businesses. The firm manages approximately $390.5 million across about 237 client relationships and offers individualized advisory services including fundamental analysis and planning engagements such as real estate and mortgage analysis.
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.
Harold D
Los Angeles, CA
Harold Davidson & Associates, Inc
Harold Davidson is the principal of Harold Davidson & Associates, Inc. in Los Angeles, CA, with 28 years of industry experience. He has worked at Harold Davidson & Associates since 1973. 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 using fundamental analysis and a combination of long- and short-term strategies across various asset classes, including public securities and private real estate investments.
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 credentials and has worked at firms including F/M Investment LLC, Gries Financial Partners, and First Western Capital Management. Harold Davidson & Associates provides portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, pension plans, and businesses. The firm manages approximately $390.5 million across about 237 client relationships, offering individualized investment strategies and advising on employer retirement plans and private pooled vehicles such as real estate limited partnerships.
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