Tabr Capital Management, LLC

TABR Capital Management, LLC is an SEC registered investment adviser established in February 2004, with primary owners Robert Kargenian and Steven Medland. The firm offers financial planning, consulting, and investment management services, managing $231,247,341 in assets on a discretionary basis as of December 31, 2024. Clients can engage TABR for wealth management services, with investment portfolios primarily allocated among mutual funds and ETFs. TABR's investment philosophy focuses on disciplined risk management, utilizing technical analysis and relative strength to guide asset commitment decisions. The firm tailors its advisory services to individual client needs, ensuring investments align with risk tolerance and objectives. TABR charges fixed fees ranging from $3,000 to $4,500 for financial planning and consulting services, and an annual management fee based on a percentage of assets under management, varying between 0.95% and 1.25%. Clients are encouraged to take a risk profile questionnaire to determine suitable investment allocations. TABR does not provide performance-based fees and generally requires a minimum account size of $500,000. The firm acts with investment discretion, allowing it to make transactions on behalf of clients without prior consent. TABR does not vote client securities and does not have any disciplinary disclosures or financial impairments that could affect client commitments.