Steven Medland has been Member / Chief Compliance Officer of TABR Capital Management since December 2003, is a control person of the firm and directly owns between 25% and 50% of it. Steven Medland holds an MBA in Finance from Wharton School, University of Pennsylvania and a Bachelor of Science in Marine Engineering Systems from United States Merchant Marine Academy.
Tabr Capital Management, LLC is an Orange, CA firm with $241M under management, 235 clients and 2 advisers across 3 offices, as of its March 2026 filing.
Steven W. Medland is Partner and Co-Founder of TABR Capital Management, LLC. After he graduated, Robert Kargenian brought him on board, and after a year of working together the two co-founded TABR in 2004. He has been quoted in The Wall Street Journal, Reuters, BusinessWeek, Newsweek, U.S. News & World Report and Kiplinger's Retirement Report, among others.
- Tabr Capital Management, LLCCurrent– present · 22 yearsOrange, CA · Adviser representative · Firm CRD 129959
Professional designations
Listed by TABR Capital Management
- CFP®
Investment adviser representative registrations
Steven Medland is registered as an investment adviser representative in 2 states. Each was approved in April 2004.
- CaliforniaSince 23 April 2004
- TexasSince 23 April 2004
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 3 | National Commodity Futures Examination | 26 June 2003 |
| Series 66 | Uniform Combined State Law Examination | 6 May 2003 |
| Series 7 | General Securities Representative Examination | 22 April 2003 |
- Name
- National Commodity Futures Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Steven Wade Medland
- CRD
- 4421065
- Firm
- TABR Capital Management · CRD 129959
- Role
- Member / Chief Compliance Officer
- Office
- 500 N. STATE COLLEGE BLVD, SUITE 1220, Orange, CA 92868
- Registration
- Investment adviser registration
- In the industry since
- April 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tabr.net
Where does Steven Medland work?
Steven Medland has been Member / Chief Compliance Officer of Tabr Capital Management, LLC since December 2003, and is a control person of the firm.
Is Steven Medland a financial advisor?
Yes. Steven Medland has a current investment-adviser registration in California and Texas, through TABR Capital Management since April 2004.
How many years of experience does Steven Medland have?
Steven Medland has 22 years in the financial industry, since April 2004, across 1 adviser firm.
What exams has Steven Medland passed?
Steven Medland has passed 3 licensing exams: the Series 7, Series 66 and Series 3. The earliest, the Series 7, was passed in April 2003.
Where is Steven Medland based?
Steven Medland’s registered office is in Orange, CA.
Is Steven Medland registered with FINRA?
No. Steven Medland has no current broker registration.
Is Steven Medland a CFP?
TABR Capital Management lists Steven Medland with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Steven Medland’s record?
Search CRD 4421065 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Medland’s full registration record.
