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 registered investment adviser organized as an LLC and SEC-registered since 2004. The firm is individually owned and serves both high-net-worth individuals and families as well as institutional clients. Its advisory services center on financial planning and portfolio management for individuals, small businesses and institutions, delivered under a mix of percentage-of-AUM and fixed-fee arrangements. Tabr does not identify as a capital allocator or an ESG-focused manager. Its public filings show a primary reliance on pooled public funds and mutual funds for core portfolio exposures, supplemented by third-party managers for select alternative real estate allocations. The firm was listed among FA Magazine’s Top RIA Firms in 2020.