Tabr Capital Management, LLC

Tabr Capital Management, LLC (CRD# 129959) is a financial advisory firm headquartered in Orange, CA. They manage $126,066,865 in 325 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    126
    MILLION
  • Total Number of Accounts
    325
    ACCOUNTS
  • Average Account Value
    $387,898
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AZ, CA, NV, TX

Financial Advisors at Tabr Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Steven W. Medland
CRD#: 4421065
500 N. State College Blvd, Suite 1320, Orange, CA 92868
96
Wealthminder
score

Steven Medland (CRD# 4421065) is an Investment Advisor Representative working at Tabr Capital Management, LLC in Orange, CA and has over 13 years of experience in the finance industry. Steven Medland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Robert M. Kargenian
CRD#: 1038418
500 N. State College Blvd., Suite 1320, Orange, CA 92868
38
Wealthminder
score

Robert Kargenian (CRD# 1038418) is an Investment Advisor Representative working at Tabr Capital Management, LLC in Orange, CA and has over 34 years of experience in the finance industry.

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