Steven
Medland

Tabr Capital Management, LLC

CRD#4421065
Investment Advisor
in Orange, CA

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About this Advisor

Steven Medland is a certified financial planner working in Orange, California with a total of 19 years of industry experience. Medland is an advisor for Tabr Capital Management, LLC. They have spent their complete career at Tabr Capital Management, Llc. Medland has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in California and Texas. Tabr Capital Management, LLC is an advisory company operating out of Orange, CA. It handles $182 million in assets under management among its 626 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 626 client accounts, 28% are associated with high-net-worth investors who have greater than $1 million in assets. The firm has a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules usually are based on which service is offered. Fee types charged by Tabr Capital Management, LLC likely consist of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

500 N. State College Blvd Suite 1320
Orange, CA 92868

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Tabr Capital Management, LLC Brokerage Details

Total Assets Under Management

$182,286,710

CA Average: $7,578,581,321
Total Number of Employees

4

CA Average: 43
Total Number of Accounts

626

CA Average: 3,727
Average Account Size

$291,193

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Steven Medland Work History

Steven has been registered as a financial advisor for 19 years.*

2003 - Present (21 years)

Tabr Capital Management, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Steven Medland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Tabr Capital Management, LLC

Steven Medland
Orange, CA
Robert Kargenian
Orange, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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