Ofsg, Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 299426
· New Braunfels, TX
· olsonwealthmanagement.com
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ADV data as of Jan 26, 2026
- Regulatory AUM
- $17.7M
- Discretionary
- $11.0M
- Clients
- 41
- Avg AUM / client
- $431K
- Accounts
- 67
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 38 | $8.7M | 49.1% |
| High net worth individuals | 2 | $2.3M | 12.9% |
| Corporations and other businesses | 1 | $6.7M | 37.9% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kenneth Wayne Olson | Registered representative | Dec 2018 (8y) |
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) | 01/26/2026 | 1.02 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
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $11.0M (62% of AUM) Jan 2026
- Principal Securities, Inc. $6.7M (38% of AUM) Jan 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: Jan 26, 2026.
View current Form ADV (SEC/IAPD) ↗