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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Tiaa
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-17-2008
- Office Locations
- 3
Office Locations
About TRG Capital Management, Inc.
TRG Capital Management, Inc. is an RIA serving “Next Gen” investors and IRA holders who want help getting started and reducing the stress of managing investments. It builds customized portfolios of individual stocks, fixed income, ETFs and closed-end funds, blending active and passive approaches focused on long-term cash flow, income, capital appreciation, risk control, and tax-loss harvesting when applicable. Offers portfolio construction plus insurance and business-succession planning support; custody includes Charles Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
THOMAS RICHARD GASPER
Chief Compliance Officer, Chief Investment Officer, Investment Advisor, President
- CRD
- #4648170
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
GEORGE JOHN GERNER JR.
Certified Financial Planner
- CRD
- #6125604
Matthew Horwedel
--
- CRD
- #7361143
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $118,233,904 | -- |
| Non-Discretionary | $0 | -- |
| Total | $118,233,904 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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