CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC
CRD #151765 SEC #801-118793 DAVIS, CA 530-758-4921
SEC Registered
Total AUM
$212.8M
Discretionary
$203M
Employees
3
Clients
25
Accounts
547
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $212.8M | $203M | $9.9M | 3 | 21 |
| Mar 2025 | $212.8M | $203M | $9.9M | 3 | 21 |
| Mar 2024 | $180.2M | $174.9M | $5.2M | 4 | 13 |
| Mar 2023 | $152.9M | $148.2M | $4.7M | 5 | 5 |
| Dec 2022 | $158M | $154.3M | $3.7M | 5 | 5 |
| Apr 2022 | $158M | $154.3M | $3.7M | 5 | 5 |
| Mar 2022 | $158M | $154.3M | $3.7M | 5 | 5 |
| Mar 2021 | $133.1M | $129.8M | $3.3M | 4 | 11 |
| Feb 2021 | $119.7M | $119.7M | $0 | 5 | 72 |
| Feb 2021 | $119.7M | $119.7M | $0 | 5 | 72 |
| Jul 2020 | $119.7M | $119.7M | $0 | 5 | 72 |
| Jun 2020 | $119.7M | $119.7M | $0 | 5 | 72 |
| Apr 2020 | $119.7M | $119.7M | $0 | 5 | 72 |
| Feb 2012 | $47.5M | $47.5M | $0 | 1 | 400 |
| Feb 2012 | $47.5M | $47.5M | $0 | 1 | 400 |
| Feb 2012 | $47.5M | $47.5M | $0 | 1 | 400 |
| Jan 2012 | $47.5M | $47.5M | $0 | 1 | 400 |
| Jan 2012 | $47.5M | $47.5M | $0 | 1 | 400 |
| Jul 2011 | $41.3M | $41.3M | $0 | 5 | -- |
| Jun 2011 | $41.3M | $41.3M | $0 | 5 | -- |
| Jan 2011 | $41.3M | $41.3M | $0 | 5 | -- |
| Dec 2010 | $33.7M | $33.7M | $0 | 5 | -- |
DateMay 2025
Total AUM$212.8M
Discretionary$203M
Non-Disc.$9.9M
Employees3
Clients21
DateMar 2025
Total AUM$212.8M
Discretionary$203M
Non-Disc.$9.9M
Employees3
Clients21
DateMar 2024
Total AUM$180.2M
Discretionary$174.9M
Non-Disc.$5.2M
Employees4
Clients13
DateMar 2023
Total AUM$152.9M
Discretionary$148.2M
Non-Disc.$4.7M
Employees5
Clients5
DateDec 2022
Total AUM$158M
Discretionary$154.3M
Non-Disc.$3.7M
Employees5
Clients5
DateApr 2022
Total AUM$158M
Discretionary$154.3M
Non-Disc.$3.7M
Employees5
Clients5
DateMar 2022
Total AUM$158M
Discretionary$154.3M
Non-Disc.$3.7M
Employees5
Clients5
DateMar 2021
Total AUM$133.1M
Discretionary$129.8M
Non-Disc.$3.3M
Employees4
Clients11
DateFeb 2021
Total AUM$119.7M
Discretionary$119.7M
Non-Disc.$0
Employees5
Clients72
DateFeb 2021
Total AUM$119.7M
Discretionary$119.7M
Non-Disc.$0
Employees5
Clients72
DateJul 2020
Total AUM$119.7M
Discretionary$119.7M
Non-Disc.$0
Employees5
Clients72
DateJun 2020
Total AUM$119.7M
Discretionary$119.7M
Non-Disc.$0
Employees5
Clients72
DateApr 2020
Total AUM$119.7M
Discretionary$119.7M
Non-Disc.$0
Employees5
Clients72
DateFeb 2012
Total AUM$47.5M
Discretionary$47.5M
Non-Disc.$0
Employees1
Clients400
DateFeb 2012
Total AUM$47.5M
Discretionary$47.5M
Non-Disc.$0
Employees1
Clients400
DateFeb 2012
Total AUM$47.5M
Discretionary$47.5M
Non-Disc.$0
Employees1
Clients400
DateJan 2012
Total AUM$47.5M
Discretionary$47.5M
Non-Disc.$0
Employees1
Clients400
DateJan 2012
Total AUM$47.5M
Discretionary$47.5M
Non-Disc.$0
Employees1
Clients400
DateJul 2011
Total AUM$41.3M
Discretionary$41.3M
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$41.3M
Discretionary$41.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$41.3M
Discretionary$41.3M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$33.7M
Discretionary$33.7M
Non-Disc.$0
Employees5
Clients--