Tamar Securities provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Financial planning was provided to 26–50 clients last fiscal year.
Tamar Securities reports 4,219 clients. They include 3,999 individual clients, 199 high-net-worth individuals, and 12 corporations and other businesses. Of its assets, 100.0% ($1.52B across 6,772 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $137M. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 95% | 62% |
| High-net-worth individuals | 5% | 32% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | 6% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 3,999 | $941M | 61.8% | $235K |
| High-net-worth individuals | 199 | $481M | 31.6% | $2.42M |
| Pension and profit-sharing plans | 8 | $10.6M | 0.7% | $1.33M |
| Charitable organizations | Fewer than 5 | $2.58M | 0.2% | $2.58M |
| Corporations and other businesses | 12 | $87M | 5.7% | $7.25M |
| Total | 4,219 | $1.52B | 100% | — |
- Clients
- 3,999
- Regulatory AUM
- $941M
- AUM share
- 61.8%
- Avg. per client
- $235K
- Clients
- 199
- Regulatory AUM
- $481M
- AUM share
- 31.6%
- Avg. per client
- $2.42M
- Clients
- 8
- Regulatory AUM
- $10.6M
- AUM share
- 0.7%
- Avg. per client
- $1.33M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.58M
- AUM share
- 0.2%
- Avg. per client
- $2.58M
- Clients
- 12
- Regulatory AUM
- $87M
- AUM share
- 5.7%
- Avg. per client
- $7.25M
Total
- Clients
- 4,219
- Regulatory AUM
- $1.52B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Tamar Securities is paid through a percentage of assets under management and hourly charges. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Amit Stavinsky owns 75% or more of Tamar Securities. Amit Stavinsky is CEO; the leadership team includes Chief Operating Officer Roberta Taylor and Chief Compliance Officer Vina Aileen Farrales. It has 22 employees, 18 of them in advisory roles.
Leadership
- Amit StavinskyManaging Member/Chief Executive Officer/Managing Director- Investments
- Roberta TaylorChief Operating Officer
- Vina Aileen FarralesChief Compliance Officer
Investment adviser representatives
16 representatives listed in the SEC register as of 9 October 2026.
- Mark Anthony Benavides
- Joseph Craig Estes Jr.
- Jonathan Ezra
- Annalisa Flore
- Daniel Shalom Itzhaki
- Owen Kim
- Eric John Lecours
- Richard Allen Mason
- Philip Moston
- Javier Guztavo Orozco
- Franklin Matthew Parks
- Gorge Eduardo Salcedo
- Dominick Salvator Savo
- Andrew James Scott
- David Abraham Sirin
- Amit Raz Stavinsky
Staff
- 22 employees
- 18 in advisory functions
- 18 state-registered reps
- 8 broker-dealer reps
- 10 insurance agents
- Owns 75% or more of Tamar Securities, LLC
Amit Stavinsky
Control person · since June 2010
Tamar Securities’ regulatory assets grew 2.4× from $639M (April 2021) to $1.52B (April 2026); clients rose from 1,452 to 4,219 and employees from 11 to 22.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $1.52B | 4,219 | 22 | 1 |
| May 2025 | $1.3B | 3,756 | 18 | 1 |
| March 2024 | $1.09B | 3,677 | 18 | 1 |
| March 2023 | $874M | 3,654 | 17 | 1 |
| April 2022 | $872M | 3,649 | 12 | 1 |
| April 2021 | $639M | 1,452 | 11 | 1 |
Besides its headquarters, Tamar Securities has 0 offices, with 1 listed address in California.
California · 1 listed address
- 22466 Ventura Boulevard, Woodland HillsHQ
Other business names
Tamar Securities has reported 3 other business names to the SEC.
- 911 Financial Services
- Firefighters United Financial Services
- Tamar Insurance Solutions
Contact and registration details
- Legal name
- Tamar Securities, LLC
- Headquarters
- 22466 Ventura Boulevard, Woodland Hills, CA 91364
- Website
- tamarsecurities.com
- Phone
- 818-914-7460
- @tamar-securities-llc
- SEC file
- 801-71532
- Structure
- California LLC
- Fiscal year end
- December
Tamar Securities uses Charles Schwab ($1.52B) as custodian for its separately managed accounts. Tamar Securities has custody of $142M in client assets for 399 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.52B100%
At year end, Tamar Securities’ separately managed accounts were mostly in stocks (64%) and funds (20%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.07B across 98 positions; the largest are Alphabet Inc. (5.5%), International Bancshares Cor (5.1%) and Amazon Com Inc. (4.7%).
What the accounts hold
- Stocks64%
- Funds20%
- Bonds14%
- State and local bonds8%
- U.S. government and agency bonds6%
- Cash2%
Reported 13F holdings
- $1.07B
- Reported 13F value
- 98
- Positions
- 41.4%
- In the 10 largest
- +14.6%
- Value vs. prior quarter
- Alphabet Inc. · Cap Stk CL C5.5%
- International Bancshares Cor5.1%
- Amazon Com Inc.4.7%
- Apple Inc.4.5%
- ASML Hldg NV · N Y Registry Shs4.4%
- Nvidia Corporation3.9%
- Microsoft Corp.3.8%
- Mercadolibre Inc.3.5%
- Meta Platforms Inc. · CL A3.0%
- Freeport Mcmoran Inc. · CL B2.9%
Together, the ten largest are 41.4% of reported value.
How many clients does Tamar Securities have?
Tamar Securities has 4,219 clients and manages $1.52 billion for them, as of April 2026. They include 3,999 individual clients, 199 high-net-worth individuals, and 12 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 April 2026
What services does Tamar Securities offer?
Tamar Securities provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Tamar Securities use?
Tamar Securities’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.52B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 April 2026
How many financial advisors does Tamar Securities have?
Tamar Securities has 18 investment adviser representatives registered with state securities authorities, out of 22 employees, and 18 perform investment advisory functions. 8 employees are registered representatives of a broker-dealer and 10 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Tamar Securities invest in?
At the end of its last fiscal year, Tamar Securities’ separately managed accounts held 64% exchange-traded equities, 20% registered funds (mutual funds, ETFs, BDCs), 8% state and local bonds, 6% U.S. government and agency bonds and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Tamar Securities?
Tamar Securities’ direct owner is Amit Stavinsky (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 April 2026
How does Tamar Securities get paid?
Tamar Securities is paid through a percentage of assets under management and hourly charges. 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
How do I contact Tamar Securities?
Tamar Securities’ main office is at 22466 Ventura Boulevard, Woodland Hills, CA 91364. Its phone number is 818-914-7460. Its website is tamarsecurities.com.