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They include 133 individual clients, 90 high-net-worth individuals, and 11 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does TABR Capital Management offer?","answer":"TABR Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, education planning, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does TABR Capital Management charge?","answer":"TABR Capital Management charges 0.95%–1.25% a year for its Investment Management Fee. The fee is billed in arrears and is negotiable.","source":"DISCLOSURE BROCHURE, filed 26 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does TABR Capital Management use?","answer":"TABR Capital Management’s separately managed account assets are held at Fidelity Distributors Company LLC (Boston, MA), with $241M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does TABR Capital Management have?","answer":"TABR Capital Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does TABR Capital Management invest in?","answer":"At the end of its last fiscal year, TABR Capital Management’s separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 9% exchange-traded equities, 8% cash and equivalents and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns TABR Capital Management?","answer":"TABR Capital Management’s direct owners are Robert Kargenian (50% to 75%) and Steven Medland (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does TABR Capital Management get paid?","answer":"TABR Capital Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact TABR Capital Management?","answer":"TABR Capital Management’s main office is at 500 N. State College BLVD, Suite 1220, Orange, CA 92868. Its phone number is 714-704-9180. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}