# CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC

CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC of DAVIS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 151765
- Type: SEC-registered investment adviser
- SEC file number: 801-118793
- Location: 1107 KENNEDY PLACE, SUITE 3, DAVIS, CA, 95616-1273
- Phone: 530-758-4921
- Latest filing: 2026-03-17
- Regulatory AUM: $257.6M
- Discretionary AUM: $241.8M
- Non-discretionary AUM: $15.8M
- Clients: 3
- Accounts: 587

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Manuel Alan Carbahal | MEMBER | — |
| John Mike Carbahal | MEMBER | — |
| Kurt Douglas Schrader | CCO; CHIEF INVESTMENT OFFICER; MEMBER | — |
| OLSEN LARRY GENE | CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER; CIO; CIO & CCO (+2 more) | — |
| CARBAHAL MANUEL ALAN | MEMBER | — |
| CARBAHAL JOHN MIKE | MEMBER | — |
| CARBAHAL MANUEL A | MEMBER | — |
| CARBAHAL JOHN M | MEMBER | — |
| Schrader Kurt Douglas | CCO; CHIEF INVESTMENT OFFICER; MEMBER (+1 more) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151765/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151765/similar
- Related entities: https://search.stillhousedata.com/firm/151765/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151765

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.