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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-05-2004
- Office Locations
- 2
Office Locations
About Tabr Capital Management, LLC
TABR Capital Management is a fee-only fiduciary advisor serving individuals nationwide, with a focus on retirees and those in financial transition. The team builds and monitors portfolios using a disciplined, technical-analysis-based risk management process aimed at long-term goals with less risk. Led by a Chartered Market Technician and a CFP partner, TABR implements strategies using vehicles such as ETFs and mutual funds, with custody commonly at Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT MIHRAN KARGENIAN
Managing Member, Principal
- CRD
- #1038418
- Ownership
- 50% but less than 75%
STEVEN WADE MEDLAND
Chief Compliance Officer, Principal
- CRD
- #4421065
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $241,230,314 | $338,331 |
| Non-Discretionary | $0 | -- |
| Total | $241,230,314 | $338,331 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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