Taber Asset Management L.L.C.
Firm details
- Headquarters
- ,
- CRD number
- 115849
- Registered since
- May 8, 2026
- Website
- www.taberasset.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI93.65%
- Corporations / Businesses6.35%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Taber Asset Management L.L.C. is an independent, individually owned registered investment adviser organized as an LLC. The firm appears on SEC rolls as of 2026 and serves both individual/family and institutional clients. Advisory services emphasize financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges, and fixed fees. The firm is not identified as an active ESG investor and does not position itself as a capital allocator.
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 Equities67%
- Public Funds/Mutual Funds24%
- State & Local Bonds3%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Contacts
3 of 4
Anastasia Taber
Associate AdvisorCRD 7369690
William Taber
PresidentCRD 873507
William Taber
Research AssociateCRD 6600390
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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