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Carbahal Olsen Financial Services Group LLC

● SEC registered since 2020CRD 151765SEC# 801-118793Davis, CA
Export (members)
Reg. AUM
$212.8M
Employees
3
Accounts
547
Location
Davis, CA

Carbahal Olsen Financial Services Group LLC assets under management

Carbahal Olsen Financial Services Group LLC is an investment advisory firm registered with the SEC based in Davis, CA. The firm has been registered since 2020. It reports $212.8 million in regulatory assets under management and employs 3 people.
www.carbahalolsen.comView on SEC.gov ↗

Carbahal Olsen Financial Services Group LLC owners & executives

5 reported
NameTitleOwnershipSince
John Mike Carbahal ControlMember25-50%1999
Kurt Douglas Schrader ControlMember25-50%2021
Kurt Douglas Schrader ControlChief Investment Officer25-50%2024
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Frequently asked questions

How much does Carbahal Olsen Financial Services Group LLC manage?

Carbahal Olsen Financial Services Group LLC reports $212.8 million in regulatory assets under management on its Form ADV.

How many employees does Carbahal Olsen Financial Services Group LLC have?

Carbahal Olsen Financial Services Group LLC reports 3 employees.

Where is Carbahal Olsen Financial Services Group LLC located?

Carbahal Olsen Financial Services Group LLC is based in Davis, CA and has been SEC-registered since 2020.

Does Carbahal Olsen Financial Services Group LLC disclose fund performance?

Carbahal Olsen Financial Services Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1107 Kennedy Place, Suite 3, Davis, CA 95616-1273
Phone530-758-4921
Fax530-758-1425
Office hoursM-Th 8a.m.-5p.m. & F 8a.m.-12p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK2052538
Discloses disciplinary historyNo

Assets under management

Discretionary$203M
Non-discretionary$9.9M
Total (RAUM)$212.8M