# Carbahal Olsen Financial Services Group

Carbahal Olsen Financial Services Group is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/carbahal-olsen-financial-services

## Regulatory record

- **CRD number:** 151765
- **SEC file number:** 801-118793
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/151765

## About

CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC is an SEC-registered investment adviser in DAVIS, CA, registered since 2020. The firm manages $258 million in assets, with $242 million on a discretionary basis. It has 3 employees and 1 investment adviser.

## Questions

### What is the source of wealth for Carbahal Olsen?

The wealth origin for Carbahal Olsen Financial Services Group has not been publicly disclosed. No identifiable industry or fortune is linked to the firm in public records.

### Where is Carbahal Olsen Financial Services Group located?

The firm's headquarters city and country are not publicly available. No address or office locations have been identified in public records.

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- [Trinity Portfolio Advisors](https://altss.com/profile/trinity-portfolio-advisors-llc)
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Last updated: 2026-07-06T01:24:13.527Z

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