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TABR CAPITAL MANAGEMENT, LLC
CRD 129959 · SEC 801-62650
500 N. STATE COLLEGE BLVD, SUITE 1220, ORANGE, CA, 92868, United States
Phone
714-704-9180
Fax
714-937-1886
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$241.2M
Discretionary AUM
$241.2M
Team
3 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 133 | $44.7M |
| High net worth individuals | 90 | $190.5M |
| Pension/profit sharing plans | 11 | $5.7M |
| Corporations/business entities | 1 | $306K |
States served
AZ, CA, LA, NV, TX
All web addresses on file
Official SEC filing: View on IAPD