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Steven Tarr

Investment adviser representative at Private Capital Management
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

22 years in the industry.

  1. Private Capital Management, LLCAug 2013 to now
  2. Carnes Capital CorporationAug 2004 to now

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999

State registrations

Registered as an investment adviser representative in 1 state (FL).

Private Capital Management

Legal name: Private Capital Management, LLC

$1.4BAssets managed
461Clients
10Advisers
13 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4008924
Firm CRD
169172
Advisor's SEC record (opens in a new tab)
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