Carbahal Olsen Financial Services Group LLC
● SEC registered since 2020CRD 151765SEC# 801-118793Davis, CA
Reg. AUM
$257.6M
Employees
3
Accounts
587
Location
Davis, CA
Carbahal Olsen Financial Services Group LLC assets under management
Carbahal Olsen Financial Services Group LLC is an investment advisory firm registered with the SEC based in Davis, CA. The firm has been registered since 2020. It reports $257.6 million in regulatory assets under management and employs 3 people.
Carbahal Olsen Financial Services Group LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Mike Carbahal Control | Member | 25-50% | 1999 |
| Kurt Douglas Schrader Control | Member | 25-50% | 2021 |
| Kurt Douglas Schrader Control | Chief Investment Officer | 25-50% | 2024 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Carbahal Olsen Financial Services Group LLC manage?
Carbahal Olsen Financial Services Group LLC reports $257.6 million in regulatory assets under management on its Form ADV.
How many employees does Carbahal Olsen Financial Services Group LLC have?
Carbahal Olsen Financial Services Group LLC reports 3 employees.
Where is Carbahal Olsen Financial Services Group LLC located?
Carbahal Olsen Financial Services Group LLC is based in Davis, CA and has been SEC-registered since 2020.
Does Carbahal Olsen Financial Services Group LLC disclose fund performance?
Carbahal Olsen Financial Services Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1107 Kennedy Place, Suite 3, Davis, CA 95616-1273 |
| Phone | 530-758-4921 |
| Fax | 530-758-1425 |
| Office hours | M-Th 8a.m.-5p.m. & F 8a.m.-12p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 2052538 |
| Discloses disciplinary history | No |
Regulatory AUM
$257.6M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$257.6Mregulatory AUM
Discretionary $241.8MNon-discretionary $15.8M