Carbahal Olsen Financial Services Group LLC
Carbahal Olsen Financial Services Group LLC is an SEC-registered wealth manager in Davis, CA with $257.6M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Carbahal Olsen Financial Services Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 151765, SEC 801-118793, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $257.6M (2026-03-17)
- Firm type
- Wealth Manager
- Location
- Davis, CA
- Employees
- 3
- Clients
- 244
- CRD
- 151765
- Ownership
- OLSEN, LARRY, GENE; CARBAHAL, MANUEL, A; CARBAHAL, MANUEL, ALAN; CARBAHAL, JOHN, MIKE; CARBAHAL, JOHN, M
How much AUM does Carbahal Olsen Financial Services Group LLC have?
Carbahal Olsen Financial Services Group LLC reported $257.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Carbahal Olsen Financial Services Group LLC?
Disclosed owners and executives of Carbahal Olsen Financial Services Group LLC include OLSEN, LARRY, GENE, CARBAHAL, MANUEL, A, CARBAHAL, MANUEL, ALAN, CARBAHAL, JOHN, MIKE, CARBAHAL, JOHN, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.