Sabre Asset Management LLC
Firm details
- Headquarters
- Beachwood, Ohio
- CRD number
- 288889
- Registered since
- August 5, 2026
- Website
- sabreasset.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI64.99%
- Individuals24.04%
- Charitable Organizations10.96%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sabre Asset Management LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2026. The firm is owned by an individual and provides fee-based portfolio management primarily for individuals, families and small businesses, with some institutional relationships. Its advisory model is percentage-of-AUM billing and its stated advisory activity is portfolio management for individuals and small businesses. Sabre is not positioned as a capital allocator, does not identify as an active ESG investor, and does not describe itself as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds42%
- Cash & Cash Equivalents7%
- US Government Bonds1%
Contacts
2 of 2Michael Whalen
President & FounderCRD 2800915
Connie Horrigan
Office ManagerCRD 7720161
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Beachwood, OH
Cuyahoga
Location
Beachwood, OH
Headquartered in Beachwood, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 29525 Chagrin Blvd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Tidmore Retirement Planning Specialists
RIABeachwood, OH
Newport Investment Advisors Inc
RIABeachwood, OH
Thomas & Company LLC
RIABeachwood, OH
Endeavor Wealth Advisors, LLC
RIABeachwood, OH
Shaker Investments
RIABeachwood, OH
North Star Advisory Group, LLC
RIABeachwood, OH