TRG Capital Management, Inc.

RIASEC RegisteredEst. 2026

Total AUM

$118M

Discretionary

$118M

100% of AUM

Avg account

$305K

Accounts

388

Employees

Advisory reps

Firm details

Headquarters: Raleigh, North Carolina
CRD number: 146674
Registered since: July 23, 2026
Website: www.trgcap.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Performance Based Fees
Client types: HNWI64.68%
Pooled Investment Vehicles17.78%
Individuals16.01%
Charitable Organizations1.53%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

TRG Capital Management, Inc. is organized as a corporation and operates as a hedge-fund-style adviser that serves both individual/family and institutional clients. The firm is SEC-registered (registration year listed as 2026) and is owned by an individual. Its advisory work centers on portfolio management for individuals and small businesses, pooled investment vehicles, and businesses or institutions. TRG also acts as a sponsor and general partner/managing member of pooled vehicles it manages. Fee arrangements include percentage-of-AUM billing, performance-based fees, and hourly charges. The firm does not identify itself as an active ESG investor, and it does not report multi-state adviser status beyond its stated office footprint.