Olson Investment Advisors LLC
CRD 104890SEC# 801-18362
No longer SEC-registered. Olson Investment Advisors LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$146.1M
Employees
2
Accounts
329
Location
—
Olson Investment Advisors LLC assets under management
Olson Investment Advisors LLC operates as an SEC-registered investment adviser. It reports $146.1 million in regulatory assets under management and employs 2 people.
Olson Investment Advisors LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dwight Harry Olson Control | Ceo | Over 75% | 1999 |
| Sheryl Lynn Reibman Hoyt Control | Chief Compliance Officer | Under 5% | 2020 |
Frequently asked questions
How much does Olson Investment Advisors LLC manage?
Olson Investment Advisors LLC reports $146.1 million in regulatory assets under management on its Form ADV.
How many employees does Olson Investment Advisors LLC have?
Olson Investment Advisors LLC reports 2 employees.
Does Olson Investment Advisors LLC disclose fund performance?
Olson Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 7:30a.m.-4:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$146.1MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$146.1Mregulatory AUM
Discretionary $143.1MNon-discretionary $3M