# DBA Olson Associates

> DBA Olson Associates is a state-registered investment advisory firm in Roswell, GA, registered since 1993, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 125719
- Filed as: DBA OLSON ASSOCIATES
- Legal name: L.V.O. Advisory Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Roswell, GA
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/125719
- AdvisorCensus page: https://advisorcensus.com/firm/dba-olson-associates-roswell-ga-125719

## Quick answers

**How is DBA Olson Associates compensated?**
On its Form ADV (Item 5.E, October 2026), DBA Olson Associates reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); commissions.

**Where is DBA Olson Associates located?**
DBA Olson Associates' principal office is in Roswell, GA, according to its Form ADV.

**Is DBA Olson Associates registered with the SEC or a state?**
DBA Olson Associates is a state-registered investment advisory firm, registered since 1993. Status as filed: APPROVED. CRD 125719.

**How much does DBA Olson Associates manage?**
DBA Olson Associates reports $71,133,540 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (15% discretionary).

**What types of clients does DBA Olson Associates serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (120); high net worth individuals (20).

**Does DBA Olson Associates 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/125719

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions

### Regulatory assets under management (Item 5.F)
- Total: $71,133,540
- Discretionary: $10,792,185
- Non-discretionary: $60,341,355

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 120 | $26,166,228 |
| High net worth individuals | 20 | $44,967,312 |

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

### Firm details
- Registered since: 1993 (33 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- financialmaximiser.com
- olsonretirement.com
- Facebook @olsonadvisory
- LinkedIn @erick-olsonassociates

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. DBA Olson Associates (CRD 125719): Form ADV filing data as of October 2026.