Robert Kargenian
Tabr Capital Management · Orange, California
Robert Kargenian is a fee-only financial advisor at Tabr Capital Management in Orange, California. Tabr Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Tabr Capital Management |
|---|---|
| Based in | Orange, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $241.2M across 713 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 1038418 |
| Exams passed | Series 63 (1982) · Series 65 (1992) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | stevemedland.com |
How Robert's firm compares
- Tabr Capital Management's average account is about $338,000, from its Form ADV (assets managed divided by 713 accounts).
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Questions about Robert
Is Robert Kargenian a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Tabr Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Tabr Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Robert Kargenian based?
Robert Kargenian is based in Orange, California.
Is Robert Kargenian registered with the SEC?
Yes. Robert Kargenian is registered as an investment adviser representative in CA and TX (CRD 1038418), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Tabr Capital Management manage?
Tabr Capital Management reports $241.2M across 713 accounts in assets under management.
How do I contact Robert Kargenian?
Through Robert's website, stevemedland.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Orange
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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