9AT: DAVIDOV WEALTH GROUP, LLC

DAVIDOV WEALTH GROUP, LLC

DAVIDOV WEALTH GROUP, LLC

BRAINTREE FINANCIAL, LLC

DAVIDOV FINANCIAL COACHING, LLC

Adviser Profile

As of Date	07/31/2026
Registration	SEC, Approved, 12/07/2020
Other registrations (1)	New York, Terminated, 10/04/2021
ADV Location	GARDEN CITY, NY, United States
Contact Info	(51 xxxxxxx
Websites

AUM^*	174,474,636 68%
of that, discretionary	174,474,636 68%
Number of Employees	3
of those in investment advisory functions	2
Private Fund GAV^*	0
Avg Account Size	261,190 61%
% High Net Worth	21.21% 133%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

144M 123M 103M 82M 62M 41M 21M

2020 2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name	Filing Date	Form ADV-E
Accounting Firm Name COHEN & CO	Filing Date12/10/2025	Form ADV-E View Report
Accounting Firm Name COHEN & COMPANY	Filing Date06/26/2024	Form ADV-E View Report
Accounting Firm Name COHEN & COMPANY	Filing Date09/27/2023	Form ADV-E View Report

Brochure Summary

Overview

A. Description of the Advisory Firm Davidov Financial Coaching, LLC is a Limited Liability Company organized in the state of New York. The firm was formed in February 2013, and the principal owner is Michael Davidov. B. Types of Advisory Services Davidov Financial Coaching, LLC (hereinafter “DFC”) offers the following services to advisory clients: Investment Supervisory Services DFC offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. DFC creates an Investment Policy Statement for each client, which outlines the client’s current situation (income, tax levels, and risk tolerance levels) and then constructs a plan to aid in the selection of a portfolio that matches each client’s specific situation. Investment Supervisory Services include, but are not limited to, the following: • Investment strategy • Personal investment policy • Asset allocation • Asset selection • Risk tolerance • Regular portfolio monitoring
• Portfolio Rebalancing DFC evaluates the current investments of each client with respect to their risk tolerance levels and time horizon. DFC will request discretionary authority from clients in order to select securities and execute transactions without permission from the client prior to each transaction. Risk tolerance levels are documented in the Investment Policy Statement, which is given to each client. Financial Planning Financial plans and financial planning may include, but are not limited to: investment planning,

life insurance; tax concerns; retirement planning; college planning; and debt/credit planning. These services are based on hourly fees and the final fee structure is documented in Exhibit II of the Financial Planning Agreement. Services Limited to Specific Types of Investments DFC generally limits its investment advice and/or money management to mutual funds, equities, bonds, fixed income, ETFs, and government securities. DFC may use other securities as well to help diversify a portfolio when applicable. C. Client Tailored Services and Client Imposed Restrictions DFC offers the same suite of services to all of its clients. However, specific client financial plans and their implementation are dependent upon the client Investment Policy Statement which outlines each client’s current situation (income, tax levels, and risk tolerance levels) and is used to construct a client specific plan to aid in the selection of a portfolio that matches restrictions, needs, and targets. Clients may not impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs. D. Wrap Fee Programs A wrap fee program is an investment program where the investor pays one stated fee that includes management fees, transaction costs, fund expenses, and any other administrative fees. DFC does not participate in any wrap fee programs. E. Amounts Under Management DFC has the following assets under management: Discretionary Amounts: Non-discretionary Amounts: Date Calculated: $ 77,418,687 $ 0.00 December 2022

DAVIDOV WEALTH GROUP, LLC

DAVIDOV WEALTH GROUP, LLC

BRAINTREE FINANCIAL, LLC

DAVIDOV FINANCIAL COACHING, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Brochure Summary

Overview

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DAVIDOV WEALTH GROUP, LLC DAVIDOV WEALTH GROUP, LLC BRAINTREE FINANCIAL, LLC DAVIDOV FINANCIAL COACHING, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Brochure Summary

Overview

DAVIDOV WEALTH GROUP, LLC

DAVIDOV WEALTH GROUP, LLC

BRAINTREE FINANCIAL, LLC

DAVIDOV FINANCIAL COACHING, LLC