TrueAdvisor
TrueAdvisor
ST
CFP
ST
CFP

Steven Tarr

Private Capital Management
24 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementHigh Net Worth
Private Capital Management
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
415 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only

Location

8889 Pelican Bay Blvd., Suite 500, Naples, FL, 34108-7512

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Private Capital Management
June 2023 - Present · 2 yrs 8 mos
Carnes Capital CorporationBroker
August 2004 - Present · 21 yrs 6 mos
Previous Registrations
Mercer Allied Company, L.P.Broker
February 2003 - July 2004 · 1 yr 5 mos
Charles Schwab & CO., INC.Broker
November 1999 - August 2001 · 1 yr 9 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.