|
⚲
|
| Keyboard |
| Carbahal Olsen Financial Services Group LLC
✚
|
|
|---|---|
| CRD # | 151765 |
| SEC # | 801-118793 |
| CIK # | 0002052538 |
| AUM | 257.6 M (2026-03-17) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 530-758-4921 |
| Address | 1107 Kennedy Place Davis, CA 95616-1273 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.3 | ||
| Microsoft Corp | 0.7 | ||
| Applied Materials Inc /DE | 0.6 | ||
| Eaton Corp Ltd | 0.6 | ||
| Johnson & Johnson | 0.5 | ||
| Brookfield Asset Management Inc | 0.5 | ||
| Lilly Eli & Co | 0.5 | ||
| Caterpillar Inc | 0.4 | ||
| Nvidia Corp | 0.4 | ||
| Gilead Sciences Inc | 0.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 188 | 75.4 |
| (b) Individuals (high net worth individuals) | 49 | 174.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 7.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 587 | 257.6 |
| By Discretionary | ||
| Discretionary | 538 | 241.8 |
| Non-Discretionary | 49 | 15.8 |
| Total | 587 | 257.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 257.6 | |
| Total | 587 | 257.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002052538] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 7 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Equity Wealth Partners LLC
✚
|
MO | 258.6 M |
|
AFT Forsyth and Company Inc
✚
|
FL | 258.6 M |
|
Nabity-Jensen Investment Management Inc
✚
|
NE | 258.5 M |
|
Kamichu Wealth Management LLC
✚
|
258.1 M | |
|
Dogwood Wealth Management LLC
✚
|
KS | 257.2 M |
|
Red Spruce Capital LLC
✚
|
PA | 256.9 M |
|
Financial Advisory Services LLC
✚
|
PA | 256.9 M |
|
RD Lewis Holdings Inc
✚
|
FL | 256.8 M |
|
Stone Pine Financial Partners LLC
✚
|
PA | 256.8 M |
|
Vienna Asset Management LLC
✚
|
CA | 256.5 M |