Harold Davidson
Harold Davidson & Associates · Los Angeles, California
Harold Davidson is a fee-only financial advisor at Harold Davidson & Associates in Los Angeles, California. Harold focuses on retirement planning, estate & legacy planning and tax planning. Harold Davidson & Associates reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Harold Davidson & Associates |
|---|---|
| Based in | Los Angeles, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $390.5M across 423 accounts |
| SEC registration | Investment adviser representative in CA, LA · CRD 4405926 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.hdainvest.com |
How Harold's firm compares
- Harold Davidson & Associates's average account is about $923,000, from its Form ADV (assets managed divided by 423 accounts).
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Questions about Harold
Is Harold Davidson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Harold holds no broker registration, and Harold Davidson & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Harold charge for financial advice?
Harold's firm, Harold Davidson & Associates, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Harold Davidson based?
Harold Davidson is based in Los Angeles, California.
What does Harold specialize in?
Harold's specialties include retirement planning, estate & legacy planning and tax planning.
Is Harold Davidson registered with the SEC?
Yes. Harold Davidson is registered as an investment adviser representative in CA and LA (CRD 4405926), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Harold Davidson & Associates manage?
Harold Davidson & Associates reports $390.5M across 423 accounts in assets under management.
How do I contact Harold Davidson?
Through Harold's website, www.hdainvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Harold Davidson & Associates website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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