CRD: 118788
Tricapital Wealth Management, Inc.
$132.7M Total AUM
$127.2M Disc. AUM
14.1% 3Y CAGR
3 Employees
125 ADV. Clients
26 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-24-2000
- Office Locations
- 1
Office Locations
Three South Executive Park 6115 Park South Drive, Suite 330 Charlotte NC
About Tricapital Wealth Management, Inc.
TriCapital Wealth Management is a Charlotte, NC-based RIA founded in 1999 by Randy White. The firm provides fiduciary wealth planning, investment management, and financial planning for goal-oriented clients including retirees and business owners. Portfolios are built primarily with ETFs and mutual funds, with fixed income used as appropriate. Custody includes Fidelity/NFS.
Team overview
60 AVG AGE
$44.2M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
9.3 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
26yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
RANDALL EUGENE WHITE
Advisor, Chief Compliance Officer, President
- CRD
- #2182519
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
BRIAN Jeffrey DALTON
Associate
- CRD
- #7130831
Available
Available
Available
W
William Vance Smith
Wealth Advisor
- CRD
- #7750406
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $127,162,321 | $665,771 |
| Non-Discretionary | $5,542,340 | $5,542,340 |
| Total | $132,704,661 | $691,170 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing