Sabre Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$113,377,296
Clients
143
Advisors
1
of 2 employees
About
Sabre Asset Management is an independent, SEC-registered investment adviser that provides discretionary investment management to individuals, trusts, retirement plans (including pension and profit-sharing plans), corporations, and charitable organizations. The firm’s strategies employ individual equities, no-load mutual funds, exchange-traded funds, closed-end funds and may include corporate, municipal and government fixed income and option contracts, managing roughly $127 million in client assets as of June 2026.
The firm uses fundamental analysis to build diversified, long-term oriented portfolios and may employ covered calls and protective puts in volatile markets to manage risk and enhance returns. Client relationships are tailored to stated investment parameters, risk tolerance and time horizon, with ongoing monitoring and at least annual formal reviews; the firm routinely recommends Charles Schwab as custodian.
Notable for a single-advisor independent practice, Sabre manages a relatively large asset base for one advisor and includes charitable organizations among its clients, a less common client type for peers. The firm’s principal is also a licensed insurance agent and may offer insurance products for separate commission compensation, a potential conflict disclosed in the brochure and addressed by the firm’s policies.
Client services
Expertise
Fee options
$0 - $500,000: 1.5% $500,001 - $2,000,000: 1.0% $2,000,001 - $3,000,000: 0.75% $3,000,001+: 0.5%
Separate commissions earned from sale of insurance products by licensed insurance agents associated with the firm
Account minimum: $100,000
Main office
29525 Chagrin Blvd., Suite 302
Pepper Pike OH 44122
Advisors at this office
1
Most active in
Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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