Tabr Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Orange, CA. Its latest Form ADV filing, dated March 26, 2026, reports $241M in regulatory assets under management, 3 employees, 2 offices, and 713 accounts.
Assets Under Management
$241M
Employees
3
Offices
2 offices
Total Clients
235
Primary office
ORANGE, CA
500 N. STATE COLLEGE BLVD, SUITE 1220, ORANGE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 56.6% of total clients.
Top client categories% of clientsClients
1
Individuals
56.6%
133
2
HNWI
38.3%
90
3
Pension Plans
4.7%
11
4
Corporations
0.4%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$241Mas of March 26, 2026
Discretionary100.0%
$241M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$241M
Total Accounts713
10Y AUM Change+$116M (+92.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee78:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.