Disclosure Information

TABER Asset Management, LLC is a state registered investment adviser (fiduciary) located in Des Moines, Iowa. The firm transacts business in those states in which it is registered (CO, FL, TX, LA, and IA) or states in which it qualifies for an exemption or exclusion from that state’s registration requirement. Exemptions or exclusions are allowed in most states when adviser is doing business with fewer than five clients who reside there.

TABER Asset Management, LLC is currently doing business in ten additional states where it qualifies for these exemptions or executions. Additional state registrations in all 50 states will be sought out and obtained as business opportunities materialize.

IARD FORM ADV – PART I (updated 6/6/19)

FORM ADV – PART 2A and 2B (updated 6/6/19)