TABR CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- ORANGE, California
- CRD number
- 129959
- Registered since
- January 5, 2004
- Website
- tabr.net
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI78.97%
- Individuals18.54%
- Pension & Profit Sharing Plans2.37%
- Corporations / Businesses0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Tabr Capital Management, LLC is an independent, SEC-registered investment adviser organized as an LLC and operating since 2004. The firm serves both individual and family clients as well as institutional accounts. Its fee model combines an asset-based fee schedule with the option for fixed fees. Core advisory services include financial planning and portfolio management for individuals, small businesses, and institutional or business clients. Tabr does not identify as an active ESG investor and is not structured as a multi-state adviser. The firm has been recognized in the industry, appearing on FA Magazine’s Top RIA Firms list in 2020.
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
- Public Funds/Mutual Funds82%
- Exchange Traded Equities9%
- Cash & Cash Equivalents8%
- US Government Bonds1%
Contacts
2 of 2STEVEN MEDLAND
Principal & Co-FounderCRD 4421065
ROBERT KARGENIAN
PresidentCRD 1038418
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$91.5M in ETFs
91%
$82.8M
10%
$8.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF (IBDR) | BlackRock | Passive | Target Maturity | $24.1M | 995,431 | 26.38% |
Location
ORANGE, CA
ORANGE
Location
ORANGE, CA
Headquartered in ORANGE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 500 N State College Blvd
- Time zone
- PT (UTC-8)
- Office locations
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