{"@context":{"@vocab":"https://schema.org/"},"@type":"FinancialService","@id":"https://api.ai-analytics.org/adviser/151765#adviser","name":"CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC","alternateName":"CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC","identifier":[{"@type":"PropertyValue","propertyID":"CRD number","value":"151765"},{"@type":"PropertyValue","propertyID":"SEC file number","value":"801-118793"},{"@type":"PropertyValue","propertyID":"SEC CIK","value":"2052538"}],"address":{"@type":"PostalAddress","addressLocality":"DAVIS","addressRegion":"CA","postalCode":"95616-1273","addressCountry":"United States"},"url":"HTTP://WWW.CARBAHALOLSEN.COM","description":"CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC is a Registered Investment Adviser based in DAVIS, CA. Reports $257,597,197 in regulatory assets under management. No Form ADV Item 11 disciplinary disclosures reported.","additionalProperty":[{"@type":"PropertyValue","propertyID":"Adviser type","value":"Registered Investment Adviser"},{"@type":"PropertyValue","propertyID":"SEC status","value":"Approved"},{"@type":"PropertyValue","propertyID":"Regulatory AUM (USD)","value":257597197},{"@type":"PropertyValue","propertyID":"Number of accounts","value":587},{"@type":"PropertyValue","propertyID":"Employees","value":3},{"@type":"PropertyValue","propertyID":"Private funds managed","value":0}],"sameAs":["https://adviserinfo.sec.gov/firm/summary/151765","https://reports.adviserinfo.sec.gov/reports/ADV/151765/PDF/151765.pdf"],"isAccessibleForFree":true,"license":"https://creativecommons.org/publicdomain/zero/1.0/","_source":{"data_provider":"AI Analytics","data_provider_url":"https://api.ai-analytics.org","license":"https://creativecommons.org/publicdomain/zero/1.0/","primary_source":"https://adviserinfo.sec.gov/","primary_source_dataset":"https://www.sec.gov/data-research/sec-markets-data/information-about-registered-investment-advisers-exempt-reporting-advisers","generated_at":"2026-06-27T13:51:54.087Z"}}