CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC
Investment Advice|DAVIS, CA|Active
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$212.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 203.0M |
| Non-Discretionary | 9.9M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 151765 |
| SEC Number | 801-118793 |
| Street Address | 1107 KENNEDY PLACE |
| Street Address 2 | SUITE 3 |
| Location | DAVIS, CA 95616-1273 |
| Country | United States |
| Phone | 530-758-4921 |
| Fax | 530-758-1425 |
| Total Employees | 3 |
Client Count by Type (243 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 191 |
| High Net Worth Individual… | 45 |
| Pension/Profit Sharing Pl… | 7 |
Community Partners
CITY OF DAVIS
CITY OF WINTERS
CITY OF WOODLAND
COUNTY OF YOLO
CITY OF DAVIS
CITY OF WINTERS
CITY OF WOODLAND
COUNTY OF YOLO
CITY OF DAVIS
CITY OF WINTERS
CITY OF WOODLAND
COUNTY OF YOLO
Municipal Government
4 Active
4
Organizations
CACHEVILLE SERVICE DIST
California Municipal Finance Authority CFD No 2021-6
California Municipal Finance Authority CFD No 2025-3
California Statewide Communities Development Authority CFD No 2022-04
California Statewide Communities Development Authority CFD No 2022-05
California Statewide Communities Development Authority CFD No 2022-06
California Statewide Communities Development Authority CFD No 2024-23
CAPAY CEMETERY DISTRICT
CAPAY VALLEY FIRE PROTECTION DISTRICT
CAPAY VALLEY FIRE PROTECTN DIST
CLARKSBURG FIRE PROTEC DIST
CLARKSBURG FIRE PROTECTION DISTRICT
DAVIS CEMETERY DIST
DUNNIGAN FIRE PROTECTION DIST
DUNNIGAN WATER DISTRICT
ELKHORN FIRE PROTEC DIST
ESPARTO COMMUNITY SERVICES DISTRICT
ESPARTO COMMUNITY SERVICES DISTRICT FINANCING CORP
ESPARTO FIRE PROTECTION DIST
FIRST 5 YOLO CHILDREN AND FAMILIES COMMISSION
CACHEVILLE SERVICE DIST
California Municipal Finance Authority CFD No 2021-6
California Municipal Finance Authority CFD No 2025-3
California Statewide Communities Development Authority CFD No 2022-04
California Statewide Communities Development Authority CFD No 2022-05
California Statewide Communities Development Authority CFD No 2022-06
California Statewide Communities Development Authority CFD No 2024-23
CAPAY CEMETERY DISTRICT
CAPAY VALLEY FIRE PROTECTION DISTRICT
CAPAY VALLEY FIRE PROTECTN DIST
CLARKSBURG FIRE PROTEC DIST
CLARKSBURG FIRE PROTECTION DISTRICT
DAVIS CEMETERY DIST
DUNNIGAN FIRE PROTECTION DIST
DUNNIGAN WATER DISTRICT
ELKHORN FIRE PROTEC DIST
ESPARTO COMMUNITY SERVICES DISTRICT
ESPARTO COMMUNITY SERVICES DISTRICT FINANCING CORP
ESPARTO FIRE PROTECTION DIST
FIRST 5 YOLO CHILDREN AND FAMILIES COMMISSION
CACHEVILLE SERVICE DIST
California Municipal Finance Authority CFD No 2021-6
California Municipal Finance Authority CFD No 2025-3
California Statewide Communities Development Authority CFD No 2022-04
California Statewide Communities Development Authority CFD No 2022-05
California Statewide Communities Development Authority CFD No 2022-06
California Statewide Communities Development Authority CFD No 2024-23
CAPAY CEMETERY DISTRICT
CAPAY VALLEY FIRE PROTECTION DISTRICT
CAPAY VALLEY FIRE PROTECTN DIST
CLARKSBURG FIRE PROTEC DIST
CLARKSBURG FIRE PROTECTION DISTRICT
DAVIS CEMETERY DIST
DUNNIGAN FIRE PROTECTION DIST
DUNNIGAN WATER DISTRICT
ELKHORN FIRE PROTEC DIST
ESPARTO COMMUNITY SERVICES DISTRICT
ESPARTO COMMUNITY SERVICES DISTRICT FINANCING CORP
ESPARTO FIRE PROTECTION DIST
FIRST 5 YOLO CHILDREN AND FAMILIES COMMISSION
Special District
74 Active
74
Organizations
DAVIS JT UNIF SCH DIST
ESPARTO UNIFIED SCH DIST
WINTERS JT UNIFIED SCH DIST
WOODLAND COMMUNITY COLLEGE
WOODLAND JT UNIFIED SCH DIST
YOLO COUNTY SPECIAL SCHOOLS OPERATED BY CO SUPT
DAVIS JT UNIF SCH DIST
ESPARTO UNIFIED SCH DIST
WINTERS JT UNIFIED SCH DIST
WOODLAND COMMUNITY COLLEGE
WOODLAND JT UNIFIED SCH DIST
YOLO COUNTY SPECIAL SCHOOLS OPERATED BY CO SUPT
DAVIS JT UNIF SCH DIST
ESPARTO UNIFIED SCH DIST
WINTERS JT UNIFIED SCH DIST
WOODLAND COMMUNITY COLLEGE
WOODLAND JT UNIFIED SCH DIST
YOLO COUNTY SPECIAL SCHOOLS OPERATED BY CO SUPT
School District
6 Active
6
Organizations
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
88 KEYS FOUNDATION
ACADEMICS WITHOUT BORDERS USA
ACME THEATRE COMPANY
AECALIFORNIA ASSOCIACION ECUATORIANA DE CALIFORNIA ECUADORIAN ASSOCIATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
88 KEYS FOUNDATION
ACADEMICS WITHOUT BORDERS USA
ACME THEATRE COMPANY
AECALIFORNIA ASSOCIACION ECUATORIANA DE CALIFORNIA ECUADORIAN ASSOCIATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
88 KEYS FOUNDATION
ACADEMICS WITHOUT BORDERS USA
ACME THEATRE COMPANY
AECALIFORNIA ASSOCIACION ECUATORIANA DE CALIFORNIA ECUADORIAN ASSOCIATION
Nonprofit Organization
1136 Active
1136
Organizations
Community Partners110 organizations
COUNTY OF YOLO
Municipal Government·WOODLAND
CACHEVILLE SERVICE DIST
Special District·WOODLAND
California Municipal Finance Authority CFD No 2021-6
Special District
California Municipal Finance Authority CFD No 2025-3
Special District
CAPAY CEMETERY DISTRICT
Special District·ESPARTO
CAPAY VALLEY FIRE PROTECTION DISTRICT
Special District·GUINDA
CLARKSBURG FIRE PROTECTION DISTRICT
Special District·CLARKSBURG
DUNNIGAN WATER DISTRICT
Special District·DUNNIGAN
ELKHORN FIRE PROTEC DIST
Special District·WOODLAND
ESPARTO COMMUNITY SERVICES DISTRICT FINANCING CORP
Special District·ESPARTO
ESPARTO FIRE PROTECTION DIST
Special District·ESPARTO
FIRST 5 YOLO CHILDREN AND FAMILIES COMMISSION
Special District·DAVIS
KNIGHTS LANDING CEMETERY DISTRICT
Special District·WOODLAND
KNIGHTS LANDING COMMUNITY SERVICES DIST
Special District·KNIGHTS LANDING
KNIGHTS LANDING FIRE PROTECTION DISTRICT
Special District·KNIGHTS LANDING
MADISON CMTY SERVICE DIST
Special District·MADISON
MADISON FIRE PROTEC DIST
Special District·MADISON
MARY CEMETERY DISTRICT
Special District·WOODLAND
NO-MANS LAND FIRE PROTECTION DISTRICT
Special District·WOODLAND
RECLAMATION DISTRICT 307
Special District·WOODLAND
RECLAMATION DISTRICT 730
Special District·WOODLAND
RECLAMATION DISTRICT 765
Special District·SACRAMENTO
SPRINGLAKE FIRE PROTEC DIST
Special District·WOODLAND
WEST PLAINFIELD FIRE PROTECTION DISTRICT
Special District·DAVIS
West Sacramento CFD No 10
Special District
West Sacramento CFD No 11
Special District
West Sacramento CFD No 12
Special District
West Sacramento CFD No 14
Special District
West Sacramento CFD No 15
Special District
West Sacramento CFD No 16
Special District
West Sacramento CFD No 17
Special District
West Sacramento CFD No 18
Special District
West Sacramento CFD No 19
Special District
West Sacramento CFD No 2
Special District
West Sacramento CFD No 20
Special District
West Sacramento CFD No 21
Special District
West Sacramento CFD No 23
Special District
West Sacramento CFD No 24
Special District
West Sacramento CFD No 26
Special District
WOODLAND COMMUNITY COLLEGE
School District·WOODLAND
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Woodland
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Woodland
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Davis
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Woodland
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Woodland
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Woodland
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Woodland
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Woodland
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Woodland
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Woodland
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Woodland
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Woodland
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Woodland
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Woodland
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Woodland
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Woodland
88 KEYS FOUNDATION
Nonprofit Organization·Davis
ACADEMICS WITHOUT BORDERS USA
Nonprofit Organization·Davis
ACME THEATRE COMPANY
Nonprofit Organization·DAVIS
AECALIFORNIA ASSOCIACION ECUATORIANA DE CALIFORNIA ECUADORIAN ASSOCIATION
Nonprofit Organization·DAVIS
AGGIE PROPULSION & ROCKETRY LAB
Nonprofit Organization·Davis
AGRICULTURE FOR AFRICA
Nonprofit Organization·DAVIS
AGRIFOOD INVESTOR NETWORK
Nonprofit Organization·Davis
AGTECH INNOVATION ALLIANCE
Nonprofit Organization·WOODLAND
AJD ANGELS OF HOPE FOUNDATION
Nonprofit Organization·Davis
AJD CONNECTION
Nonprofit Organization·Davis
ALANO CLUB OF WOODLAND
Nonprofit Organization·woodland
ALBERT M ROJAS FOUNDATION
Nonprofit Organization·Davis
ALL ATYPICAL ALLIANCE FOR AUTISM INCLUSION
Nonprofit Organization·Woodland
ALLIANCE SOCCER ACADEMY
Nonprofit Organization·Woodland
ALLIANCE SUPPORTING PEOPLE WITH INTELLECTUAL
Nonprofit Organization·Davis
ALL LEADERS MUST SERVE
Nonprofit Organization·WOODLAND
ALPHA EPSILON PI FRATERNITY
Nonprofit Organization·Davis
ALPHA GAMMA CHAPTER OF OMEGA NU
Nonprofit Organization·Woodland
ALPHA GAMMA RHO FRATERNITY
Nonprofit Organization·Davis
ALPHA PHI OMEGA
Nonprofit Organization·Davis
ALPHA SIGMA PHI FRATERNITY INC
Nonprofit Organization·Davis
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Davis
AMATEUR ATHLETIC UNIONS OF THE US INC
Nonprofit Organization·Woodland
AMERICAN ACADEMY OF ECONOMIC AND FINANCIAL EXPERTS
Nonprofit Organization·Davis
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
Nonprofit Organization·Winters
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
Nonprofit Organization·Woodland
American Fisheries Society
Nonprofit Organization·Davis
AMERICAN FREEDMEN ROLLS INC.
Nonprofit Organization·DAVIS
AMERICAN INNS OF COURT FOUNDATION
Nonprofit Organization·Woodland
AMERICAN INSTITUTE FOR SOUTHEAST
Nonprofit Organization·DAVIS
AMERICAN INSTITUTE OF AERONAUTICS AND ASTRONAUTICS
Nonprofit Organization·Davis
AMERICAN IRIS SOCIETY
Nonprofit Organization·Davis
AMERICAN JUSTICE INSTITUTE
Nonprofit Organization·Davis
AMERICAN LEGION AUXILIARY
Nonprofit Organization·WOODLAND