Trg Capital Management, Inc.

Trg Capital Management, Inc. (CRD# 146674) is a financial advisory firm headquartered in Raleigh, NC. They manage $40,624,918 in 190 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $213,815
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, NY, PA, TX

Financial Advisors at Trg Capital Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Brian J. Murphy
CRD#: 1618217
520 Columbia Drive, Suite 107, Johnson City, NY 13790
96
Wealthminder
score

Brian Murphy (CRD# 1618217) is an Investment Advisor Representative working at Trg Capital Management, Inc. in Johnson City, NY and has over 29 years of experience in the finance industry. Brian Murphy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Thomas R. Gasper
CRD#: 4648170
8321 Six Forks Road, Suite 103, Raleigh, NC 27615
93
Wealthminder
score

Thomas Gasper (CRD# 4648170) is an Investment Advisor Representative working at Trg Capital Management, Inc. in Raleigh, NC and has over 13 years of experience in the finance industry.

3
George J. Gerner
CRD#: 6125604
520 Columbia Drive, Suite 107, Johnson City, NY 13790
90
Wealthminder
score

George Gerner (CRD# 6125604) is an Investment Advisor Representative working at Trg Capital Management, Inc. in Johnson City, NY and has over 4 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.