DBA OLSON ASSOCIATES

DBA OLSON ASSOCIATES of ROSWELL, GA is an SEC-registered investment adviser (CRD 125719). Regulatory assets under management: $71.1M.

Registration

• CRD: 125719
• Type: Registered investment adviser
• Location: 701 BOMBAY LANE, ROSWELL, GA, 30076
• Phone: 770-740-8744
• Latest filing: 2026-03-20
• Regulatory AUM: $71.1M
• Discretionary AUM: $10.8M
• Non-discretionary AUM: $60.3M
• Clients: 4
• Accounts: 235

Business model

Compensation: % of AUM, Fixed, Commissions.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 125719 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search