# Bonsai Financial

> Bonsai Financial is a state-registered investment advisory firm, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 21, 2023.

- CRD: 292432
- Filed as: BONSAI FINANCIAL
- Legal name: Bonsai Financial Services, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Arizona
- Filing period: October 2026
- Form ADV filing dated: September 21, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/292432
- AdvisorCensus page: https://advisorcensus.com/firm/bonsai-financial-292432

## Quick answers

**How is Bonsai Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Bonsai Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Bonsai Financial registered with the SEC or a state?**
Bonsai Financial is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 292432.

**How much does Bonsai Financial manage?**
Bonsai Financial reports $6,849,888 in regulatory assets under management in its Form ADV filing dated September 21, 2023 (94% discretionary).

**What types of clients does Bonsai Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (62).

**Does Bonsai Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/292432

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $6,849,888
- Discretionary: $6,467,290
- Non-discretionary: $382,598

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 62 | $5,292,519 |
| High net worth individuals | Fewer than 5 | $1,557,369 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bonsaifinancial.com
- Facebook @BonsaiFinancial
- Facebook @sam.olson.5496
- Facebook @tony.olson.397
- LinkedIn @bonsai-financial
- LinkedIn @sam-olson-7446b6136
- LinkedIn @tonyolson-bonsai

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bonsai Financial (CRD 292432): Form ADV filing data as of October 2026.