Ronald Olson, Inc.
- Regulatory AUM
- $97.0M
- Discretionary
- $97.0M
- Clients
- 182
- Avg AUM / client
- $533K
- Accounts
- 604
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 128 | $58.7M | 60.6% |
| High net worth individuals | 38 | $30.5M | 31.5% |
| Pension and profit sharing plans | 15 | $6.9M | 7.06% |
| Corporations and other businesses | 1 | $877K | 0.9% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Grant Olson | President & Stockholder | CFP | Mar 2008 (18y) | 25% – 50% |
| Benjamin Adam Olson | Chief Compliance Officer, Secretary & Stockholder | CFP | Apr 2008 (18y) | 25% – 50% |
| Ronald Harry Olson | Registered representative | Mar 2008 (18y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ronald H. Olson Family Trust, Ronald Harry Olson Trustee | Stock Holder | Jul 1992 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/14/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Fidelity Wealth Management Services $97.0M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 14, 2026.
View current Form ADV (SEC/IAPD) ↗