Data / Investment advisers / North Carolina / TRG Capital Management, Inc.
TRG Capital Management, Inc., Raleigh, NC: $118 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
TRG Capital Management, Inc. is an SEC registered investment adviser with its main office in Raleigh, North Carolina and reports $118 million in regulatory assets under management in its Form ADV filed August 17, 2026. Its clients include high net worth individuals, pooled investment vehicles and individuals. It is paid through a percentage of assets under management, hourly charges and performance based fees. It advises 1 private fund.
The request: Watch TRG Capital Management, Inc. (CRD number 146674): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 146674
- SEC file number
- 801-136816
- SEC status
- Approved, effective July 23, 2026
- Legal name
- TRG Capital Management Incorporated
- Main office
- 8321 Six Forks Road Suite 103, Raleigh, NC 27615
- Phone
- (919) 239-4163
- Website
- trgcap.com
- Regulatory AUM
- $118,233,904 in the Form ADV filed August 17, 2026
- Discretionary AUM
- $118,233,904
- Accounts
- 388
- Employees
- 5, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, performance based fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $21,017,426
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 48 | $76.5 million |
| Pooled investment vehicles | 1 | $21 million |
| Individuals (other than high net worth individuals) | 81 | $18.9 million |
| Charitable organizations | 1 | $1.8 million |
Other advisers in Raleigh
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| The Wealth Group, LTD | Raleigh | $160.2 million | Not listed | adviserinfo.sec.gov |
| Pendleton Financial Wealth Management | Raleigh | $160 million | Not listed | adviserinfo.sec.gov |
| Aim Advisors, LLC | Raleigh | $158.2 million | Not listed | adviserinfo.sec.gov |
| Sound Financial Management, Inc. | Raleigh | $134.1 million | Not listed | adviserinfo.sec.gov |
| Tolley Financial Group, LLC | Raleigh | $121.9 million | Not listed | adviserinfo.sec.gov |
| Hatteras Investment Partners, LP | Raleigh | $114.8 million | 4 | adviserinfo.sec.gov |
| Evergreen Wealth Advisors | Raleigh | $112.5 million | Not listed | adviserinfo.sec.gov |
| Reh Wealth Advisors LLC | Raleigh | $110.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Raleigh, NC
- Investment advisers in North Carolina
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- TRG Capital Management, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.