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HAROLD DAVIDSON & ASSOCIATES, INC
CRD 110994File 801-9752
APPROVED
Retail clients
Disclosure events
Filing as of Aug 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$390.5M
Below cohort median (national)
Discretionary AUM
$390.5M
Clients
249
423 accounts
Employees
7
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Feb 24, 1974
- Principal office
- 1801 CENTURY PARK EAST, #2150, LOS ANGELES, CA, 90067
- Phone
- 310-553-5551
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $390.5M
- Discretionary AUM
- $390.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 423
- Non-discretionary accounts
- 0
- Total accounts
- 423
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $9.6M |
| Charitable organizations | Fewer than 5 | $1.8M |
| High net worth individuals | 77 | $317.2M |
| Pension and profit sharing plans | 5 | $19.0M |
| Individuals (other than high net worth individuals) | 160 | $42.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Other advisory activities
- Financial planning services
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.