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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Carbahal Olsen Financial Services Group LLC
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| CRD # | 151765 |
| SEC # | 801-118793 |
| CIK # | 0002052538 |
| AUM | $212.8 M (2025-05-13) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 530-758-4921 |
| Address | 1107 Kennedy Place Davis, CA 95616-1273 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.8 | ||
| Microsoft Corp | 1.0 | ||
| Eaton Corp Ltd | 0.6 | ||
| Brookfield Asset Management Inc | 0.5 | ||
| Lilly Eli & Co | 0.4 | ||
| Nvidia Corp | 0.4 | ||
| SEI Investments Co | 0.4 | ||
| AT&T Inc | 0.4 | ||
| Applied Materials Inc /DE | 0.3 | ||
| Procter & Gamble Co | 0.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 191 | 64.5 |
| (b) Individuals (high net worth individuals) | 45 | 144.1 |
| (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 | 4.2 |
| (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 | 547 | 212.8 |
| By Discretionary | ||
| Discretionary | 527 | 203.0 |
| Non-Discretionary | 20 | 9.9 |
| Total | 547 | 212.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 212.8 | |
| Total | 547 | 212.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002052538] |
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|---|---|---|
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PA | 0.2 |
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Paladin Advisory Group LLC
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IA | 0.2 |
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NERD Wallet Wealth Partners
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NY | 0.2 |
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Clark Wealth Partners LLC
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IL | 0.2 |
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Burrus Financial Services Inc
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UT | 0.2 |
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Carroll Investors Inc
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SC | 0.2 |
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Formulate Financial LLC
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0.2 | |
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Conway Capital Management Inc
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CA | 0.2 |
|
Pinnacle Wealth Management Group Inc
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MI | 0.2 |
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Leicht Financial Planning and Wealth Management Inc
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NJ | 0.2 |