Tabar Gaul LLC

RIASEC Registered
Total AUM
$7.5M
Discretionary
$7.5M
100% of AUM
Avg account
$1.5M
Accounts
5
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
169221
Custodians
THE VANGUARD GROUP, INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI93.26%
  • Individuals6.74%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Tabar Gaul LLC is a small, owner-operated advisory firm that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm emphasizes equity exposure, running separately managed account-style allocations that favor exchange-traded instruments. Its fee model combines an asset-based percentage and hourly charges, which aligns with a hybrid planning plus discretionary investing practice. The firm is not positioned as an ESG specialist, is not registered as a multi-state adviser, and does not present itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, Investment Grade Corp Bonds 40%60%
  • Exchange Traded Equities60%
  • Investment Grade Corp Bonds40%

Contacts

2 of 2
  • Harry Gaul

    Harry Gaul

    Managing DirectorCRD 6255609

  • Lo-An Tabar-Gaul

    Managing MemberCRD 7913457

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth