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Member / Chief Compliance Officer · Tabr Capital Management, LLC

Steven W. Medland

CRD 4421065 · Named on Form ADV at one SEC-registered adviser

At a glance

Tabr Capital Management, LLC, an SEC-registered wealth manager based in Orange, CA with $241 million in regulatory assets, lists Steven W. Medland on its Form ADV as Member / Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Steven’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.