SABINO INVESTMENT MANAGEMENT, L.L.C.

RIASEC Registered
Total AUM
$12.7M
Discretionary
$12.7M
100% of AUM
Avg account
$372K
Accounts
34
Employees
1
Advisory reps
1

Firm details

Headquarters
TUCSON, Arizona
CRD number
114024
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals74.98%
  • Charitable Organizations25.02%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sabino Investment Management, L.L.C. is a small, independent registered investment adviser that serves individual and family clients as well as institutional relationships. The firm emphasizes discretionary portfolio management and financial planning, delivering the bulk of its client exposure through public mutual funds and corporate fixed‑income positions. Its fee model combines a percentage of assets under management with the option for hourly charges, which supports both ongoing portfolio oversight and project‑based planning work. Sabino is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor. Investment activity is tilted toward pooled public funds for core allocations, while third‑party alternative managers are used to add real‑asset and commodity exposure where appropriate. The firm’s client roster is small and concentrated, which suggests a hands‑on advisory style and customized portfolio construction rather than broad institutional delegation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 76%, Exchange Traded Equities 14%, US Government Bonds 5%, State & Local Bonds 4%, Cash & Cash Equivalents 1%76%
  • Public Funds/Mutual Funds76%
  • Exchange Traded Equities14%
  • US Government Bonds5%
  • State & Local Bonds4%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • ROBERT KAHL

    Managing Member and Portfolio ManagerCRD 1679463

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

TUCSON, AZ

PIMA

Location

TUCSON, AZ

Headquartered in TUCSON, AZ, anchoring the Tucson-Nogales, AZ metro in the West.

Metro area
Tucson-Nogales, AZ
Region
West
County
PIMA
Address
2448 E 6th St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth