Manuel Alan Carbahal

Employer firm

Carbahal Olsen Financial Services Group LLC CRD 151765

$258M regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1984 → Present
  Carbahal & Company
  Davis, CA
• 01/2025 → Present
  Final Ledger, Llc
  David, CA
• 07/2010 → Present
  Carbahal Olsen Financial Services Group Llc
  Davis, CA

Other Businesses

Final Ledger, LLC Start Date: 01/01/2025, located in Davis CA. Mr. Carbahal is a Managing Member that will be tax preparation and client meetings. Not investment related. Time spent will be approx. 50% of Mr. Carbahal's time will be devoted to Final Ledger business activities. *************************************************************************************** KENNEDY PLACE 2 LLC RENTAL REAL ESTATE MEMBER LESS THAN 1% TIME SPENT **************** KENNEDY PLACE 3 LLC REAL ESTATE RENTAL MEMBER LESS THAN 1% TIME SPENT **************** SOUTHSIDE PROPERTIES, INC INVESTMENT PRES. LESS THAN 1% TIME SPENT **************** CARBAHAL & CO, ANNUAL ACCUM CO INVESTMENT PARTNER LESS THAN 1% TIME SPENT **************** CARBAHAL & COMPANY, AAC ACCOUNTANCY VP 35% TIME SPENT **************** TRUSTEE - SERVE AS TRUSTEE TO CPA PRACTICE CLIENTS SINCE 1/1/1990

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-01-29
• S63 Uniform Securities Agent State Law Examination
  2003-08-20

Other Names

• Manuel A Carbahal