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Tabrm Capital Management, LLC (Placentia)


Tabrm Capital Management, LLC is a large advisory firm based in Placentia. It manages $113.67 million of regulatory assets for 1,326 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of California.

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Tabrm Capital Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Tabrm Capital Management: assets under management

The assets under management (AUM) of Tabrm Capital Management, LLC is $113.67 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $111.57 million in discretionary accounts and $2.1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $87.92 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $36.84 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Tabrm Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Placentia

The principal office where Tabrm Capital Management, LLC performs its advisory services is located at 1400 E. Munoz Place, Placentia, CA 92870, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 714-528-2272 or by fax 714-792-0230. The normal business hours are 7:30 am to 5 pm on Monday - Friday. You can find more information about the New York firm at kargenian.com.


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