CRD: 151765
Carbahal Olsen Financial Services Group LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Vector pioneer
- Established Date
- 09-01-1999
- Office Locations
- 1
Office Locations
About Carbahal Olsen Financial Services Group LLC
Carbahal Olsen Financial Services is a Davis, CA wealth management firm providing comprehensive financial planning and discretionary asset management, with a retirement-planning focus for working and retired clients. CFP® professionals deliver fiduciary advice and coordinate with clients’ CPAs and attorneys. Portfolios may use mutual funds, ETFs, and individual stocks and bonds, typically traded with discretion under an Investment Policy Statement. Assets are custodied at Fidelity.
Team overview
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Client Personas
Custodian
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Investment Vehicles
Platform
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Owner & Executives
JOHN MIKE CARBAHAL
Partner
- CRD
- --
- Ownership
- 25% but less than 50%
MANUEL ALAN CARBAHAL
Partner
- CRD
- #4319110
- Ownership
- 25% but less than 50%
Horizon vital
Eagle horizon
- CRD
- #54012
- Ownership
- 34.9%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $241,824,514 | $449,488 |
| Non-Discretionary | $15,772,683 | $321,891 |
| Total | $257,597,197 | $438,837 |
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Separately Managed Accounts
Total SMA Asset: $257,597,197
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,118,604,544 | 15.8% |
| Equity - Exchange | $1,146,923,647 | 16.2% |
| Cash | $899,131,501 | 12.7% |
| Corporate - Investment Grade | $1,231,880,954 | 17.4% |
| Municipal Bonds | $941,610,154 | 13.3% |
| Private Funds | $665,498,906 | 9.4% |
| U.S. Government/Agency | $1,076,125,890 | 15.2% |
| Total | $7,079,775,596 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT CATALYST | PRIME ALPHA | SWEHP3O9E | ZIMUB | 6.58% | $66,968,925 |
| RIDGE PATHWAY | BRIDGE VITAL | AHKVAXGCK | UPK | 3.80% | $112,117,574 |
| CREST EMBER VALUE | PATHWAY OAK | FSN1J9096 | MXMG | 10.65% | $45,688,247 |
| VITAL MATRIX | ZENITH MERIDIAN | H27T5JSKS | VCA | 4.30% | $111,555,167 |
| LEGACY QUANTUM | BRIDGE QUANTUM | UG2FAYZK5 | ZRGY | 10.58% | $36,121,624 |
| VITAL QUANTUM | VALUE WAVE | EM42M61GB | ZJIAM | 6.05% | $41,913,588 |
| SIGNAL ELEMENT | OPTIMA CREST | EGP19Z1EF | IYEK | 7.66% | $2,294,307 |
| PATHWAY GLACIER UNISON | CREST VECTOR | KL36X4L2V | SEDO | 11.44% | $73,046,315 |