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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

R.O.I.

RONALD OLSON, INC., CRD 116966

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1bbbe9b5-34d0-70d7-da95-63f1e20b1e3f

Data as of Apr 4, 2012 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jan 23, 2012 to Apr 4, 2012
4 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $47.0MItem 5.F on the latest filing (2012-04-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $47.0M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $15.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Accounts: 590
SEC number: 801-64619
CRD: 116966
Filings on the tape: 4
First filed: Jan 23, 2012
Latest filed: Apr 4, 2012
Organised: Corporation, Utah

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOSEPH GRANT OLSON	Certified Financial Planner	LINDON, UT	18	23	n/a	no
RONALD HARRY OLSON	n/a	LEHI, UT	18	36	1	no
BENJAMIN ADAM OLSON	Certified Financial Planner	LINDON, UT	18	20	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
OLSON, BENJAMIN, ADAM	CHIEF COMPLIANCE OFFICER, SECRETARY & STOCKHOLDER	C	yes	04/2008	Jan 23, 2012	Apr 4, 2012
OLSON, JOSEPH, GRANT	PRESIDENT & STOCKHOLDER	C	yes	04/2008	Jan 23, 2012	Apr 4, 2012
RONALD H. OLSON FAMILY TRUST, RONALD HARRY OLSON TRUSTEE	STOCK HOLDER	C	yes	07/1992	Jan 23, 2012	Apr 4, 2012

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	n/a	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Mar 23, 2012	$47.0M	$47.0M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$47.0M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Relationships

Controls (3)

← OLSON, BENJAMIN, ADAMOwnerCHIEF COMPLIANCE OFFICER, SECRETARY & STOCKHOLDER, ownership code C, individual
Jan 23, 2012 to presentfactForm ADV
← OLSON, JOSEPH, GRANTOwnerPRESIDENT & STOCKHOLDER, ownership code C, individual
Jan 23, 2012 to presentfactForm ADV
← RONALD H. OLSON FAMILY TRUST, RONALD HARRY OLSON TRUSTEEOwnerSTOCK HOLDER, ownership code C, domestic entity
Jan 23, 2012 to presentfactForm ADV

Registered with (3)

← BENJAMIN ADAM OLSONAdvisorregistration: current employment
Apr 17, 2008 to presentfactForm ADV
← RONALD HARRY OLSONAdvisorregistration: previous registration
Dec 2, 1991 to Dec 31, 2005factForm ADV
← JOSEPH GRANT OLSONAdvisorregistration: current employment
Mar 19, 2008 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1bbbe9b5-34d0-70d7-da95-63f1e20b1e3f
First observed: Jan 23, 2012
Last observed: Apr 4, 2012 176 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

R.O.I.

RONALD OLSON, INC., CRD 116966

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1bbbe9b5-34d0-70d7-da95-63f1e20b1e3f

Data as of Apr 4, 2012 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:15 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOSEPH GRANT OLSON

Certified Financial Planner

LINDON, UT

n/a

RONALD HARRY OLSON

n/a

LEHI, UT

BENJAMIN ADAM OLSON

Certified Financial Planner

LINDON, UT

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

OLSON, BENJAMIN, ADAM

CHIEF COMPLIANCE OFFICER, SECRETARY & STOCKHOLDER

yes

04/2008

Jan 23, 2012

Apr 4, 2012

OLSON, JOSEPH, GRANT

PRESIDENT & STOCKHOLDER

yes

04/2008

Jan 23, 2012

Apr 4, 2012

RONALD H. OLSON FAMILY TRUST, RONALD HARRY OLSON TRUSTEE

STOCK HOLDER

yes

07/1992

Jan 23, 2012

Apr 4, 2012

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Mar 23, 2012

$47.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

$47.0M

n/a