TRG Capital Management, Inc. logo

TRG Capital Management, Inc.

Updated today

Client assets under management

$95,568,011

Clients

132

38% high-net worth

Advisors

4

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

33

Low

Average account size

$724,000

About

TRG Capital Management provides discretionary and non‑discretionary portfolio management to a mix of individuals (including high‑net‑worth clients), businesses, pension and profit‑sharing plans, trusts, charitable organizations, and pooled investment vehicles. The firm offers tailored investment management services but does not offer standalone financial planning as part of its core client services.

TRG constructs customized portfolios using both fundamental and technical analysis across equities, fixed income, options and pooled funds, and documents specific separately managed account solutions aimed at wealth accumulation and periodic income. In the pooled vehicle it advises, the firm emphasizes downside risk management and concentrated equity positions alongside income‑oriented holdings and other risk‑mitigation techniques.

What is relatively uncommon for a team of this size is TRG’s role as an adviser to and sponsor of a privately offered pooled fund through an affiliate, together with the use of performance‑based compensation for qualifying investors and a high‑water mark. The firm limits fund participation to accredited investors and operates with a compact advisory team, which creates a closer operational and governance connection between the adviser and the fund sponsor than is typical among peers.

Client services

Portfolio management

Expertise

Active portfolio management Retirement income strategy Options & derivatives strategies

Occupation focus

Founder/Business Owner

Demographic focus

HENRY (High Earners, Not Rich Yet)

Fee options

Percentage

$0+: 0.60% to 1.25% annually for separately managed accounts (tiered by client risk questionnaire and strategy) $500,000 - $7,499,999: 1.30% for Year 1, 0.90% for Year 2, 0.50% for Year 3+ for Dynamic Risk Manager-Level 2 Fund $7,500,000 - $14,999,999: Starts on Strategy Year 2 fee schedule for Dynamic Risk Manager-Level 2 Fund $15,000,000+: Starts on Strategy Year 3 fee schedule for Dynamic Risk Manager-Level 2 Fund

Project-based

Up to $500 per hour, billed in 15-minute increments for non-discretionary consultation

Performance-based

5% performance fee in Year 1, 10% in Year 2, 15% in Year 3+ for Fund investors meeting minimums; up to 15% for investors below $500,000 in Fund

Other

Account minimum: $100,000

Main office location

TRG Capital Management, Inc.

8321 Six Forks Road, Suite 103

Raleigh NC 27615, United States

Number of offices

3

Most active in

Florida · New York · North Carolina · Pennsylvania · South Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Thomas G

Series 63, Series 65

Raleigh, NC

TRG Capital Management, Inc.

Thomas Gasper is a financial advisor at TRG Capital Management, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with TRG Capital Management since 2008. Outside of his advisory role, he is the managing member of Victoria Park, LLC, a hedge fund general partner. TRG Capital Management is an SEC-registered investment adviser managing approximately $103 million in assets. The firm serves a range of clients including individuals, businesses, pension and profit-sharing plans, trusts, and charitable organizations, offering customized portfolios through multiple investment strategies and combining fundamental and technical analysis.

Active portfolio management Retirement income strategy Options & derivatives strategies Founder/Business Owner HENRY (High Earners, Not Rich Yet)
user avatar

Matthew H

Series 65

Raleigh, NC

TRG Capital Management, Inc.

Matthew Horwedel is a financial advisor at TRG Capital Management, Inc. based in Raleigh, NC, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Northwestern Mutual and Wilkes University. TRG Capital Management is an SEC-registered investment adviser managing approximately $103 million in assets, serving individuals, businesses, pension plans, trusts, charitable organizations, and pooled investment vehicles. The firm offers customized portfolio management using a variety of strategies, combining fundamental and technical analysis across multiple asset types.

Active portfolio management Retirement income strategy Options & derivatives strategies Founder/Business Owner HENRY (High Earners, Not Rich Yet)
user avatar

George G

Series 65

Hutchinson Island, FL

TRG Capital Management, Inc.

George Gerner is a financial advisor at TRG Capital Management, Inc. with 13 years of industry experience. He holds a Series 65 designation and has been with TRG Capital Management since 2013. TRG Capital Management is an SEC-registered investment adviser managing approximately $103 million in assets. The firm serves individuals, businesses, pension plans, trusts, charitable organizations, and pooled investment vehicles, using customized portfolios based on client risk profiles and a range of strategies including fundamental and technical analysis.

Active portfolio management Retirement income strategy Options & derivatives strategies Founder/Business Owner HENRY (High Earners, Not Rich Yet)
user avatar

Edward L

Series 65

Greer, SC

TRG Capital Management, Inc.

Edward Longstrom is a financial advisor at TRG Capital Management, Inc. with two years of industry experience and holds a Series 65 designation. He has worked at Inorbit Consulting Corp. since 2000, where he serves as president and provides IT consulting services. TRG Capital Management is an SEC-registered investment adviser managing approximately $103 million in assets, serving a diverse client base including individuals, businesses, and charitable organizations. The firm uses a multi-strategy approach combining fundamental and technical analysis to construct customized portfolios.

Active portfolio management Retirement income strategy Options & derivatives strategies Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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