Tabr Capital Management, LLC

Financial planning in Orange, CA

SEC registeredNo commissions reported

Call (714) 704-9180 Send a message Map ↗

Public-record details

Address: 500 N. State College Blvd, Suite 1220, Orange, CA 92868
Phone: (714) 704-9180
Listed under: Financial planning, Flat / fixed fees, % of assets managed
CRD number: 129959
Registration: SEC registered since 2004-01-05
Compensation (Form ADV 5.E): Percentage of assets under management; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management: $241.2 million
Accounts managed: 713
Clients reported (Form ADV 5.D): 235
Individual / high-net-worth clients: 133 / 90
Employees: 3
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-26

SEC registered investment adviser, CRD 129959, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 129959 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Orange

B.b. Graham & Company, INC.1700 W. Katella Ave. · Orange, CA 92867 · (714) 628-5200 · Financial planningCRD 41533 · % of assets, Hourly charges, Fixed fees · $321.7 million AUMSEC registeredNo commissions reported Balancing Life Financial Planning900 E. Katella Ave Suite B · Orange, CA 92867 · (714) 771-7570 · Financial planningCRD 305808 · % of assets · $19.3 million AUMState registeredNo commissions reported Bw & Associates, INC.3111 N. Tustin Street, Suite 215 · Orange, CA 92865 · (714) 998-2077 · Financial planningCRD 116471 · % of assets · $692.8 million AUMSEC registeredNo commissions reported Crossroads Planning765 the City Dr. S, Suite 390 · Orange, CA 92868 · (714) 890-0808 · Financial planningCRD 277127 · % of assets, Hourly charges, Fixed fees · $63.1 million AUMState registeredNo commissions reported Graham & CO. Advisory, INC.1700 West Katella Avenue, Second Floor · Orange, CA 92867 · (714) 628-5200 · % of assets managedCRD 123539 · % of assets · $21.4 million AUMState registeredNo commissions reported Guardian Financial Partners, LLC635 E. Chapman Ave. · Orange, CA 92866 · (949) 771-2969 · Financial planningCRD 287652 · % of assets, Fixed fees · $911.9 million AUMSEC registeredNo commissions reported Keep It Simple Financial Planning134 S. Glassell St., Suite E · Orange, CA 92866 · (877) 673-8473 · Financial planningCRD 269826 · % of assets, Hourly charges, Fixed fees · $71.2 million AUMState registeredNo commissions reported Money Truth Strategic Planning5110 E. Glen Arran · Orange, CA 92869 · (949) 551-3551 · Financial planningCRD 300191 · OtherState registeredNo commissions reported

All 14 in Orange →