$390.5M Total AUM
$390.5M Disc. AUM
11.5% 3Y CAGR
7 Employees
250 ADV. Clients
52 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Element
- Established Date
- 02-24-1974
- Office Locations
- 1
Office Locations
1801 Century Park East #2150 LOS Angeles CA
About Harold Davidson & Associates, INC
Los Angeles–based Harold Davidson & Associates, Inc. provides investment management and financial planning for retail and institutional clients, including entrepreneurs, with support for tax, estate, insurance, and business-succession needs. The firm emphasizes asset allocation and risk management across ETFs, mutual funds, fixed income, and real property/real estate exposures, with emerging-market and alternative sleeves. Primary custodian: Charles Schwab & Co.
Team overview
-- AVG AGE
$130.2M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
6.9 yrs AVG TENURE
7 Employees
3 Advisory Reps
4 RIA Reps
52yrs Firm Age
Insights
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Asset Classes
Alpha vector Radial vertex Vertex
Client Personas
Alpha radial
Custodian
Ridge Beacon delta Signal
Investment Themes
Radial ridge Bridge Unison meridian
Investment Vehicles
Catalyst
Services
Pioneer Summit vector Zenith element Catalyst quantum Delta Vertex wave Bridge optima Prime timber Optima
Technology
Summit prime
Owner & Executives
H
HAROLD ALAN DAVIDSON
Associate, President
- CRD
- #4405926
- Ownership
- 75% or more
(304) 251-3614
foundation.alpha@meridiancapital.com
in linkedin.com/in/beacon-vertex
S
Stephanie Chow
--
- CRD
- #7221549
- Ownership
- Less than 5%
(970) 977-4605
peak.peak@capitalcapital.com
in linkedin.com/in/horizon-vital
D
Delta optima
Fusion eagle
- CRD
- #36048
- Ownership
- 27.2%
(542) 461-4194
timber.unison@primecapital.com
in linkedin.com/in/pathway-peak
Showing 2 of 3 owners & executives
Unlock allContacts
V
VICK KHOBOYAN
--
- CRD
- #5119805
(714) 891-2297
catalyst.focus@eaglecapital.com
in linkedin.com/in/summit-zenith
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $390,521,587 | $923,219 |
| Non-Discretionary | $0 | -- |
| Total | $390,521,587 | $923,219 |
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Separately Managed Accounts
Total SMA Asset: $390,521,587
Equity - Exchange:
19.0% Equity - OTC:
19.2% Public Funds:
7.7% Corporate - Investment Grade:
9.8% Municipal Bonds:
13.5% Cash:
6.6% Other:
15.3% U.S. Government/Agency:
8.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,104,989,574 | 19.0% |
| Equity - OTC | $1,116,621,043 | 19.2% |
| Public Funds | $447,811,564 | 7.7% |
| Corporate - Investment Grade | $569,941,991 | 9.8% |
| Municipal Bonds | $785,124,171 | 13.5% |
| Cash | $383,838,484 | 6.6% |
| Other | $889,807,394 | 15.3% |
| U.S. Government/Agency | $517,600,378 | 8.9% |
| Total | $5,815,734,599 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL EAGLE | EAGLE LEGACY | 4DZ8GOKWS | CSS | 2.43% | $27,458,106 |
| CAPITAL PRIME EMBER | SUMMIT ALPHA | 38XFZ8640 | MNVAD | 6.34% | $54,312,764 |
| WAVE FOUNDATION PATHWAY | OPTIMA SUMMIT | S8TPU29DH | ISJL | 4.06% | $32,511,916 |
| SIGNAL ALPHA WAVE | HARBOR INSIGHT | M62LAP37C | NIV | 8.52% | $52,587,467 |
| MOMENTUM BEACON HARBOR | VERTEX RADIAL | M6RLDIQAP | EXLU | 11.80% | $92,838,166 |
| RIDGE MOMENTUM CATALYST | ALPHA MERIDIAN | JAWZE8M1N | MBZDB | 9.24% | $35,546,742 |
| LEGACY FUSION | PIONEER PEAK | EH3XWLKS7 | HCPJU | 11.85% | $76,523,127 |
| FOUNDATION EMBER OAK | PIONEER QUANTUM | TYC0Q2WG6 | RSPSZ | 11.09% | $105,222,089 |