Carbahal Olsen Financial Services Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Davis, CA. Its latest Form ADV filing, dated March 17, 2026, reports $258M in regulatory assets under management, 3 employees, and 587 accounts.
Assets Under Management
$258M
Employees
3
Offices
--
Total Clients
244
Primary office
DAVIS, CA
1107 KENNEDY PLACE, SUITE 3, DAVIS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.0% of total clients.
Top client categories% of clientsClients
1
Individuals
77.0%
188
2
HNWI
20.1%
49
3
Pension Plans
2.9%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$258Mas of March 17, 2026
Discretionary93.9%
$242M
94% of total RAUM93.9%
Non-discretionary6.1%
$16M
6% of total RAUM6.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$258M
Total Accounts587
10Y AUM Change+$138M (+115.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee81:1
10Y Employee Change-2 (-40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.