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 registered investment adviser organized as an LLC and owned by an individual. The firm is SEC-registered (registration year 2004) and serves both individual/family and institutional clients. Its advisory services center on financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. Tabr does not identify as an active ESG investor and reports a single-state operating footprint. Tabr received recognition from FA Magazine as a Top RIA 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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$115M in ETFs
90%
$103M
10%
$11.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF (IBDS) | BlackRock | Passive | Target Maturity | $25.8M | 1,069,197 | 22.45% |
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
Similar firms
Secura Financial
RIAOrange, CA
Pacific Investment Research
RIAOrange, CA
BW & Associates, Inc.
RIAOrange, CA
Keep It Simple Financial Planning
RIAOrange, CA
Guardian Financial Partners, LLC
RIAOrange, CA
Crossroads Planning
RIAOrange, CA