Greer, SC Office

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.