TRG Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$95,412,549
Clients
129
Advisors
4
across 3 offices
About
TRG Capital Management provides discretionary and non-discretionary portfolio management to individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, and pooled investment vehicles. The firm manages roughly $118 million in regulatory assets and also offers advisory services for held-away accounts and retirement-plan assets on an AUA basis.
Portfolios are tailored after a client risk questionnaire and may combine several named strategies—including accumulation and income-focused approaches, dividend-growth and concentrated equity strategies, and a capital-protection overlay—implemented through individual equities, fixed income, ETFs, options and ADRs. TRG uses both fundamental and technical analysis, and applies tactical risk-management tools such as stop-loss/stop-gain rules and income-oriented payout options depending on client objectives.
TRG is notable among similar-sized advisers for sponsoring and providing portfolio management to a privately offered pooled fund through an affiliated general partner, and for charging performance-based fees to certain investors while applying a loss carryforward (high‑water‑mark) provision to mitigate incentive conflicts. The firm recently registered with the SEC after growth in assets and discloses that it is deemed to have custody of fund assets subject to independent annual surprise audits.
Client services
Expertise
Occupation focus
Fee options
$0+: 0.60% to 1.25% $0 - $500,000: Up to 1.3% (for Fund investors below $500,000 minimum) $500,000+: For Fund: Year 1: 1.30%, Year 2: 0.90%, Year 3+: 0.50%
Hourly fee up to $500/hour, billed in 15-minute increments
Performance fee for Fund investors: Year 1: 5%, Year 2: 10%, Year 3+: 15%; Only charged to Qualified Clients
Account minimum: $100,000 Fee-only: Hourly fee up to $500/hour, billed in 15-minute increments for non-discretionary consulting
Main office
See office8321 Six Forks Road, Suite 103
Raleigh NC 27615
Advisors at this office
2
Offices (3)
Most active in
Florida · New Hampshire · New York · North Carolina · Pennsylvania · South Carolina · Texas
Also doing business as
Trg Capital Management · Trg Capital Management Incorporated · Trg Capital Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TRG Capital since 2008. In addition to his advisory role, he serves as the managing member of a hedge fund through Victoria Park, LLC. TRG Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, and pooled investment vehicles. The firm employs a range of strategies, including dividend-growth and concentrated equity approaches, using both fundamental and technical analysis, and is notable for managing a privately offered pooled fund with performance-based fees.
Matthew H
Series 65
Raleigh, NC
TRG Capital Management, Inc.
Matthew Horwedel is a financial advisor at TRG Capital Management, Inc. in Raleigh, NC, holding a Series 65 designation with two years of industry experience. Prior to joining TRG Capital Management in 2023, he worked briefly at Northwestern Mutual in 2021 and was employed at Wilkes University from 2019 to 2023. TRG Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, and pooled investment vehicles, managing approximately $118 million in regulatory assets. The firm employs a variety of investment strategies tailored to client risk profiles, combining fundamental and technical analysis with tactical risk-management tools.
George G
Series 65
Hutchinson Island, FL
TRG Capital Management, Inc.
George Gerner Jr. is a Series 65-licensed financial advisor with 13 years of experience, currently serving at TRG Capital Management, Inc. since 2013. He is based in Hutchinson Island, Florida. TRG Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, and pooled investment vehicles. The firm employs a mix of fundamental and technical analysis, offering tailored portfolios that incorporate multiple strategies and tactical risk-management tools.
Edward L
Series 65
Greer, SC
TRG Capital Management, Inc.
Edward Longstrom is a financial advisor at TRG Capital Management, Inc. with three years of industry experience and holds a Series 65 designation. He has also served as president of Inorbit Consulting Corp., an IT consulting firm, since 2000. TRG Capital Management provides discretionary and non-discretionary portfolio management services to individuals, trusts, pension and profit-sharing plans, and pooled investment vehicles, managing approximately $118 million in regulatory assets. The firm employs a range of investment strategies tailored to client risk profiles and incorporates both fundamental and technical analysis along with tactical risk-management tools.
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