Tabr Capital Management, LLC

Overview

Tabr Capital Management, LLC is an SEC registered investment adviser based in Orange, CA, registered since 2004. It reports $241M in assets under management across 713 accounts, with 3 employees. It has 2 investment adviser representatives.

Reported AUM

$241M

Discretionary

100%

Accounts

713

Average account

$338K

Employees

3

Advisory reps

2

Registered since

2004

Jurisdictions

5

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 2 of 2

• Robert Mihran Kargenian Managing Member CRD 1038418
• Steven Wade Medland Member, Chief Compliance Officer CRD 4421065

Advisory reps 2 of 2

• Robert Mihran Kargenian Investment Adviser Rep CRD 1038418
• Steven Wade Medland Investment Adviser Rep CRD 4421065

Location

Headquarters

500 N State College Blvd Ste 1220
Orange, CA 92868

County

Orange

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: stevemedland.com

Every state, with registration dates

Similar firms near Orange

• Guardian Financial Partners, LLCOrange, CA$912M AUM
• BW & Associates, Inc.Orange, CA$693M AUM
• B.B. Graham & Company, Inc.Orange, CA$322M AUM
• Secura FinancialOrange, CA$32M AUM
• Pacific Investment ResearchOrange, CA$15M AUM