CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC
Firm details
- Headquarters
- DAVIS, California
- CRD number
- 151765
- Registered since
- May 26, 2020
- Website
- www.carbahalolsen.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.88%
- Individuals29.27%
- Pension & Profit Sharing Plans2.85%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Carbahal Olsen Financial Services Group LLC is an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm provides financial planning and portfolio management services primarily for individuals, families and small-business clients, and also works with institutional relationships. Its billing includes percentage-of-AUM fees along with hourly and fixed-fee engagements. The adviser does not market itself as an ESG investor, is not a multi-state or pension consultant adviser, and does not act as a capital allocator or related adviser. The firm lists an affiliation with accounting professionals.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities8%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds5%
- US Government Bonds1%
Contacts
3 of 3Kurt Schrader
Managing PartnerCRD 6868604
JOHN CARBAHAL
Partner, ShareholderCRD 4318639
MANUEL CARBAHAL
Financial AdvisorCRD 4319110
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 15Active vs passive
$112M in ETFs
100%
$112M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $31.4M | 48,056 | 28.07% |
Location
DAVIS, CA
YOLO
Location
DAVIS, CA
Headquartered in DAVIS, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- YOLO
- Address
- 1107 Kennedy Pl
- Time zone
- PT (UTC-8)
- Office locations
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