Trg Capital Management, Inc.

Trg Capital Management, Inc. (CRD# 146674) is a financial advisory firm headquartered in Raleigh, NC. They manage $97,183,008 in 355 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
8321 Six Forks Road, Suite 103, Raleigh, NC 27615
https://www.facebook.com/pages/columbia-ridge-capital-management/132847050383069?rf=162578387093733
By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    355
    ACCOUNTS
  • Average Account Value
    $273,755
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
The map below shows states where this firm has explicit registration only.

FL, NC, NY, PA, SC, TX

Financial Advisors at Trg Capital Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Thomas Gasper, financial advisor Raleigh NC
Thomas R. Gasper
CRD#: 4648170
8321 Six Forks Road, Suite 103, Raleigh, NC 27615

Thomas Gasper (CRD# 4648170) is an Investment Advisor Representative working at Trg Capital Management, Inc. in Raleigh, NC and has over 20 years of experience in the finance industry.

2
George Gerner, financial advisor Johnson City NY
George J. Gerner
CRD#: 6125604
520 Columbia Drive, Suite 107, Johnson City, NY 13790

George Gerner (CRD# 6125604) is an Investment Advisor Representative working at Trg Capital Management, Inc. in Johnson City, NY and has over 11 years of experience in the finance industry.

3
Brian Murphy, financial advisor Johnson City NY
Brian J. Murphy
CRD#: 1618217
520 Columbia Drive, Suite 107, Johnson City, NY 13790

Brian Murphy (CRD# 1618217) is an Investment Advisor Representative working at Trg Capital Management, Inc. in Johnson City, NY and has over 37 years of experience in the finance industry.

4
Matthew Horwedel, financial advisor Raleigh NC
Matthew Horwedel
CRD#: 7361143
8321 Six Forks Road, Suite 103, Raleigh, NC 27615

Matthew Horwedel (CRD# 7361143) is an Investment Advisor Representative working at Trg Capital Management, Inc. in Raleigh, NC and has 1 year of experience in the finance industry.

5
Edward Longstrom, financial advisor Greer SC
Edward Longstrom
CRD#: 7698798
Greer, SC

Edward Longstrom (CRD# 7698798) is an Investment Advisor Representative working at Trg Capital Management, Inc. in Greer, SC and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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