RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 13, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
OLSEN, LARRY, GENEICIO & CCONA Control
OLSEN, LARRY, GENEICIO & CCONA Control
OLSEN, LARRY, GENEICIO & CCONA Control
OLSEN, LARRY, GENEIMEMBERNA Control
OLSEN, LARRY, GENEICIONA Control
OLSEN, LARRY, GENEIMEMBERNA Control
OLSEN, LARRY, GENEICIONA Control
CARBAHAL, JOHN, MIKEIMEMBERC Control
CARBAHAL, JOHN, MIKEIMEMBERC Control
CARBAHAL, JOHN, MIKEIMEMBERC Control
CARBAHAL, JOHN, MIKEIMEMBERC Control
CARBAHAL, JOHN, MIKEIMEMBERC Control
CARBAHAL, JOHN, MIKEIMEMBERC Control
CARBAHAL, JOHN, MIKEIMEMBERC Control
CARBAHAL, JOHN, MIKEIMEMBERC Control
CARBAHAL, JOHN, MIKEIMEMBERC Control
CARBAHAL, JOHN, MIKEIMEMBERC Control
CARBAHAL, JOHN, MIKEIMEMBERC Control
CARBAHAL, JOHN, MIKEIMEMBERC Control
CARBAHAL, JOHN, MIKEIMEMBERC Control
CARBAHAL, JOHN, MIKEIMEMBERC Control
CARBAHAL, JOHN, MIKEIMEMBERC Control
CARBAHAL, JOHN, MIKEIMEMBERC Control
CARBAHAL, JOHN, MIKEIMEMBERC Control
CARBAHAL, JOHN, MIKEIMEMBERC Control
CARBAHAL, JOHN, MIKEIMEMBERC Control
CARBAHAL, JOHN, MIKEIMEMBERC Control
CARBAHAL, JOHN, MIKEIMEMBERC Control
CARBAHAL, JOHN, MIKEIMEMBERC Control
CARBAHAL, MANUEL, ALANIMEMBERC Control
CARBAHAL, MANUEL, ALANIMEMBERC Control
CARBAHAL, MANUEL, ALANIMEMBERC Control
CARBAHAL, MANUEL, ALANIMEMBERC Control
CARBAHAL, MANUEL, ALANIMEMBERC Control
CARBAHAL, MANUEL, ALANIMEMBERC Control
CARBAHAL, MANUEL, ALANIMEMBERC Control
CARBAHAL, MANUEL, ALANIMEMBERC Control
CARBAHAL, MANUEL, ALANIMEMBERC Control
CARBAHAL, MANUEL, ALANIMEMBERC Control
CARBAHAL, MANUEL, ALANIMEMBERC Control
CARBAHAL, MANUEL, ALANIMEMBERC Control
CARBAHAL, MANUEL, ALANIMEMBERC Control
CARBAHAL, MANUEL, ALANIMEMBERC Control
CARBAHAL, MANUEL, ALANIMEMBERC Control
CARBAHAL, MANUEL, ALANIMEMBERC Control
CARBAHAL, MANUEL, ALANIMEMBERC Control
CARBAHAL, MANUEL, ALANIMEMBERC Control
CARBAHAL, MANUEL, ALANIMEMBERC Control
CARBAHAL, MANUEL, ALANIMEMBERC Control
CARBAHAL, MANUEL, ALANIMEMBERC Control
CARBAHAL, MANUEL, ALANIMEMBERC Control
OLSEN, LARRY, GENEICHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERC Control
OLSEN, LARRY, GENEICHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERC Control
OLSEN, LARRY, GENEICHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERC Control
OLSEN, LARRY, GENEICHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERC Control
OLSEN, LARRY, GENEICIO, CCO, MEMBERC Control
OLSEN, LARRY, GENEICIO, CCO, MEMBERC Control
OLSEN, LARRY, GENEICIO, CCO, MEMBERC Control
OLSEN, LARRY, GENEICIO, CCO, MEMBERC Control
OLSEN, LARRY, GENEICIO, CCO, MEMBERC Control
OLSEN, LARRY, GENEICIO, CCO, MEMBERC Control
OLSEN, LARRY, GENEICIO, CCO, MEMBERC Control
OLSEN, LARRY, GENEICIO, CCO, MEMBERC Control
Schrader, Kurt, DouglasIMEMBERC Control
Schrader, Kurt, DouglasIMEMBERC Control
Schrader, Kurt, DouglasIMEMBERC Control
Schrader, Kurt, DouglasIMEMBER & CCOC Control
Schrader, Kurt, DouglasIMEMBERC Control
Schrader, Kurt, DouglasICCOC Control
Schrader, Kurt, DouglasIMEMBERC Control
Schrader, Kurt, DouglasICCOC Control
Schrader, Kurt, DouglasIMEMBERC Control
Schrader, Kurt, DouglasICCOC Control
Schrader, Kurt, DouglasIMEMBERC Control
Schrader, Kurt, DouglasICCOC Control
Schrader, Kurt, DouglasICHIEF INVESTMENT OFFICERC Control
Schrader, Kurt, DouglasICCOC Control
Schrader, Kurt, DouglasIMEMBERC Control
Schrader, Kurt, DouglasICHIEF INVESTMENT OFFICERC Control
Schrader, Kurt, DouglasIMEMBERC Control
Schrader, Kurt, DouglasICCOC Control
Schrader, Kurt, DouglasICHIEF INVESTMENT OFFICERC Control

Registrations

Federal

IA
May 13, 2025 REGISTERED

Notice Filings (3)

CA LA NH

Address

1107 KENNEDY PLACE
SUITE 3
DAVIS, CA 95616-1273
United States
Phone: 530-758-4921