Tricapital Financial Group, Inc.

Tricapital Financial Group, Inc. (CRD# 118788) is a financial advisory firm headquartered in Charlotte, NC. They manage $31,680,773 in 112 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    112
    ACCOUNTS
  • Average Account Value
    $282,864
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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, TX

Financial Advisors at Tricapital Financial Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Cynthia L. Reninger
CRD#: 2717581
6000 Fairview Road, Suite 415, Charlotte, NC 28210
96
Wealthminder
score

Cynthia Reninger (CRD# 2717581) is an Investment Advisor Representative working at Tricapital Financial Group, Inc. in Charlotte, NC and has over 16 years of experience in the finance industry. Cynthia Reninger 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
Randall E. White
CRD#: 2182519
6000 Fairview Road #415, Charlotte, NC 28210
96
Wealthminder
score

Randall White (CRD# 2182519) is an Investment Advisor Representative working at Tricapital Financial Group, Inc. in Charlotte, NC and has over 25 years of experience in the finance industry. Randall White 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.

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