$44.0M Total AUM
$44.0M Disc. AUM
-- 3Y CAGR
2 Employees
147 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-25-2007
- Office Locations
- 2
Office Locations
-- Highland UT
-- Lehi UT
About Sabin Investment Management, Inc.
SABIN Investment Management is a fee-only, fiduciary RIA providing high-touch investment management and holistic planning—retirement, tax, estate, and insurance review—for individuals, families, and small-business owners across accumulation and retirement. The firm emphasizes tailored advice and transparency, and portfolios are primarily ETF-based, with custody relationships including Schwab and Fidelity.
Team overview
-- AVG AGE
$22.0M AVG AUM / ADVISOR
$299.0K AVG AUM / CLIENT
10.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
L
LARRY DEAN SABIN
Client Advisor, Owner
- CRD
- #1077951
- Ownership
- 75% or more
Available
Available
Available
T
TAYLOR ROSS SABIN
Advisor, CHIEF OPERATING OFFICER
- CRD
- #7825912
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,953,325 | $125,284 |
| Non-Discretionary | $0 | -- |
| Total | $43,953,325 | $125,284 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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