Sabal Capital Management, LLC

Sabal Capital Management, LLC (CRD# 154146) is a financial advisory firm headquartered in Santa Monica, CA. They manage $196,082,321 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    196
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $28,011,760
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Sabal Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William F. Charters
CRD#: 4634627
233 Wilshire Blvd., Suite 300, Santa Monica, CA 90401
90
Wealthminder
score

William Charters (CRD# 4634627) is an Investment Advisor Representative working at Sabal Capital Management, LLC in Santa Monica, CA and has 1 year of experience in the finance industry.

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