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| Carbahal Olsen Financial Services Group LLC
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|---|---|
| CRD # | 151765 |
| SEC # | 801-118793 |
| CIK # | |
| AUM | $152.9 MM (2023-03-16) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 530-758-4921 |
| Address | 1107 Kennedy Place Davis, CA 95616-1273 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 177 | 48.1 |
| (b) Individuals (high net worth individuals) | 47 | 104.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 497 | 152.9 |
| By Discretionary | ||
| Discretionary | 493 | 148.2 |
| Non-Discretionary | 4 | 4.7 |
| Total | 497 | 152.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 152.9 | |
| Total | 497 | 152.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Comprehensive Financial Planning Inc
✚
|
OK | 0.2 |
|
Lewis Asset Management LLC
✚
|
CA | 0.2 |
|
Atwater Wealth Management Inc
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|
MA | 0.2 |
|
Kenneth Frenke & Co Inc
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|
NC | 0.2 |
|
Vanguard Capital Wealth Advisors LLC
✚
|
CO | 0.2 |
|
Robinson Value Management Ltd
✚
|
TX | 0.2 |
|
RD Lewis Holdings Inc
✚
|
FL | 0.2 |
|
Mentor Capital Management Inc
✚
|
IL | 0.2 |
|
Secure Planning LLC
✚
|
NH | 0.2 |
|
Forthright Family Wealth Advisory LLC
✚
|
TX | 0.2 |