SourcingSourcing

SABER CAPITAL MANAGEMENT LLC

B50
CRD 166103·SEC 801-126289·FUQUAY VARINA, NC
AUM
$129.3M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$388K
@ 30% margin
Est. Deal Value
$3.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SABER CAPITAL MANAGEMENT LLC
CRD
166103
SEC file #
801-126289
EIN
000000000
DBA names
—

Economics

AUM
$129.3M
AUM band
$100M-$500M
AUM trajectory
'23'26
$103.3M → $129.3M▲ +25%
Client mix
Individuals High Net Worth49
Individuals Other39
Pooled Investment Vehicles2

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'23'26
1 advisors → 1 advisors▬ 0%
Primary office
FUQUAY VARINA NC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesPublication of periodicals
Fee basis
% of AUMSubscription feesPerformance-based fees

Filings

Latest ADV filing
02/13/2026
ADV-W filed at
—
Website
sabercapitalmgt.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HUBER, JOHN, HAMLIN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
HUBER, JOHN, HAMLIN
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SABERCAPITALMGT.COM
Rdap Domain Creation Date
2012-12-27T21:33:22Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
Cloudflare, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001909846
Edgar Registered
Yes
Edgar Filing Count
21
Edgar First Filing Date
2022-02-10
Edgar Last Filing Date
2026-05-05
Edgar 13f Count
19
Edgar 13f Latest AUM Estimate
Filing Date2026-05-05
Accession0001909846-26-000007

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3682
Soi Zip Pct 200k Plus
0.1014
Soi Zip Returns 200k Plus
3,110
Soi Zip Total AGI
3,016,332
Fdic Zip Total Deposits
18,072,447,000
Fdic Zip Branch Count
352
Fdic Zip Top Banks
The Fidelity Bank
Branch Banking and Trust Company

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab24
Interactive Brokers8
Fidelity4
Wells Fargo4
E*trade4
Edgar Addresses
Mailing
20 FENCHURCH STREETFLOOR 12LONDON, EC3M 3BYUnited Kingdom
Business
20 FENCHURCH STREETFLOOR 12LONDON, EC3M 3BYUnited Kingdom
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-05 · 0001909846-26-000007
13F-HR2026-02-06 · 0001909846-26-000001
Fdic Zip Branches Raw
The Fidelity BankFuquay-Varina, NC
The Fidelity BankFuquay-Varina, NC
Fdic Zip HHI
990.72
Fdic Zip Top Bank Share Pct
20.12
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-09-14T11:59:59Z
Rdap Domain Last Changed
2024-05-27T14:46:28Z
Rdap Nameservers
Kallie.ns.cloudflare.comThomas.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI80,176
Returns6,560
Stub 2
AGI197,392
Returns5,320
Stub 3
AGI256,521
Returns4,140
Soi Zip Total Business Income
72,552
Soi Zip Total Cap Gains
86,648
Soi Zip Total Dividends
34,116
Soi Zip Total Returns
30,660
Top Owner CRD
6142052
Trust Company Affiliate
No

People (1)

1
HUBER, JOHN, HAMLIN
IAR · Direct Owner · 87.5%
6142052