TABR CAPITAL MANAGEMENT, LLC

CRD 129959File 801-62650

APPROVED

Retail clients

Custody

Filing as of Mar 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$241.2M

Below cohort median (national)

Discretionary AUM

$241.2M

Clients

235

713 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Jan 5, 2004
Principal office: 500 N. STATE COLLEGE BLVD, SUITE 1220, ORANGE, CA, 92868
Phone: 714-704-9180
Website: https://stevemedland.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $241.2M
Discretionary AUM: $241.2M
Non-discretionary AUM: $0
Discretionary accounts: 713
Non-discretionary accounts: 0
Total accounts: 713
AUM per client: $1.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$306K
High net worth individuals	90	$190.5M
Pension and profit sharing plans	11	$5.7M
Individuals (other than high net worth individuals)	133	$44.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.