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John Hamlin Huber

Advisor at Saber Capital Management LLC — Fuquay Varina, NC

Updated today

Credentials

Series 65

Experience

13 years

Location

Fuquay Varina, NC 27526

Saber Capital Management LLC logo

Saber Capital Management LLC

Independent

Total advisors

1

Clients per advisor

88 Very High

Avg AUM per client

$776,709 High

HNW client ratio

56% High

About

John Huber is a financial advisor at Saber Capital Management LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Saber Capital Management since 2012, following eight years at CJB Real Estate & Investments. Saber Capital Management provides discretionary investment management to individual and institutional clients, including high-net-worth individuals, through separately managed accounts and private pooled investment vehicles. The firm employs a bottom-up, fundamental value-investing approach with a focus on concentrated holdings and a long-term horizon, and it offers features such as performance-based compensation and a subscription newsletter for clients.

Client services

Based on Saber Capital Management LLC

Portfolio management Newsletters or periodicals

Expertise

Based on Saber Capital Management LLC

Active portfolio management Concentrated stock management

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Fee options

Fixed

$550 per year for access to certain newsletter publications

Performance-based

For Funds: 25% performance allocation on net capital appreciation exceeding 6% preferred return; For separately managed accounts: 15% to 25% of net asset increase annually

Other

Account minimum: $250,000 minimum account size for separately managed accounts; minimum initial investment for the Funds disclosed in the Fund's Memorandum (amount not specified in brochure)

Location

Fuquay Varina, NC

7621 Purfoy Rd, Suite 105

Fuquay Varina NC 27526

Advisors at this office

1

Most active in

North Carolina · Texas

Work history

13 years of industry experience

Saber Capital Management

2012 - Present • 14 years

Fuquay Varina, NC

CJB Real Estate & Investments

2010 - 2018 • 8 years

Fuquay Varina, NC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Annuities
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Annuities General tax planning General estate planning guidance College savings (529s, UTMA, etc.)
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Active portfolio management Options & derivatives strategies Life insurance needs analysis
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CFP®

Fuquay Varina, NC

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Active portfolio management
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