Carbahal Olsen Financial Services Group LLC

RIASEC Registered

Total AUM

$258M

Discretionary

$242M

94% of AUM

Avg account

$439K

Accounts

587

Employees

3

Advisory reps

3

Firm details

Headquarters: Davis, California
CRD number: 151765
Registered since: May 26, 2020
Website: www.carbahalolsen.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI67.88%
Individuals29.27%
Pension & Profit Sharing Plans2.85%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Carbahal Olsen Financial Services Group LLC is an independent registered investment adviser that registered with the SEC in 2020. The firm is owned by an individual and serves a mix of individual, family and institutional clients. Its advisory scope centers on financial planning and portfolio management for individuals and small businesses. Pricing options include a percent-of-AUM fee, as well as hourly and fixed-fee arrangements. The firm notes an industry affiliation with an accountant and does not present itself as a capital allocator or an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds80%
Exchange Traded Equities8%
Cash & Cash Equivalents7%
Investment Grade Corp Bonds5%
US Government Bonds1%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 17

Active vs passive

$128M in ETFs

Passive

100%

$128M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE S&P 500 ETF (IVV)	BlackRock	Passive	Large Blend	$36.8M	48,067	28.71%

Unlock additional holdings →

Primary office

Davis, CA

Yolo

Location

Davis, CA

Headquartered in Davis, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area: Sacramento-Roseville, CA
Region: West
County: Yolo
Address: 1107 Kennedy Pl
Time zone: PT (UTC-8)
Office locations

Similar firms

Archer Pointe Wealth Management, LLC

Davis, CA

AUM $186MTEAM 2REPS 2

RMC Financial Advisors, LLC

Davis, CA

AUM $38.8MTEAM 3REPS 3

Flyway Advisors

Davis, CA

AUM —TEAM 1REPS 1

Village Wealth Advisors

Westlake Village, CA

AUM $258MTEAM 3REPS 4

Vienna Asset Management LLC

Saratoga, CA

AUM $257MTEAM 4REPS 1

Delarme Wealth Management, Inc.

Palos Verdes Estates, CA

AUM $257MTEAM 3REPS 4

More RIAs in Davis →All California RIAs →