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Carbahal Olsen Financial Services Group LLC (Davis)


Carbahal Olsen Financial Services Group LLC is an adviser based in Davis. It manages $47.53 million of regulatory assets for 387 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of California.

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Carbahal Olsen Financial Services Group provides financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Carbahal Olsen Financial Services Group: assets under management

The assets under management (AUM) of Carbahal Olsen Financial Services Group LLC is $47.53 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $47.53 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $122.81 thousand each.
Carbahal Olsen Financial Services Group has custody of $50.93 million in cash and securities for 401 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Carbahal Olsen Financial Services Group LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Davis

The principal office where Carbahal Olsen Financial Services Group LLC performs its advisory services is located at 1107 Kennedy Place, Davis, CA 95616, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 530-758-4921 or by fax 530-758-1425. The normal business hours are m-th 8am-5pm & f 8am-12pm on Monday - Friday. You can find more information about the New York firm at www.carbahalolsen.net.


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