Tabr Capital Management, LLC

RIASEC RegisteredEst. 2004

Total AUM

$241M

Discretionary

$241M

100% of AUM

Avg account

$338K

Accounts

713

Employees

Advisory reps

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

FINTRX

Overview

Tabr Capital Management, LLC is an independent, SEC-registered registered investment adviser formed in 2004 and organized as an LLC under individual ownership. The firm serves both individual and family clients as well as institutional clients, offering financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Its client-fee model includes both percentage-of-AUM and fixed-fee arrangements. Tabr Capital is not positioned as an active ESG investor, does not present itself as a multi-state adviser, and does not operate as a capital allocator. The adviser was named among Top RIA Firms by FA Magazine in 2020. Investment activity centers on public funds and mutual funds as the dominant vehicle for client portfolios, supplemented by exposure to ETFs and selected alternative strategies.