Trg Capital Management, INC.: new SEC registration, $118M AUM, Raleigh, NC
Trg Capital Management, INC. (Raleigh, North Carolina): new SEC registration, $118M AUM, Raleigh, NC. Its amount of 118 is below the median of 134 (36th percentile). Dated 104 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 118 · 36th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 21 related NC NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Trg Capital Management, INC. |
| Legal name | Trg Capital Management Incorporated |
| CRD | 146674 |
| Status | Approved |
| Registered with the SEC | 2026-07-23 |
| Latest Form ADV filing | 2026-08-17 |
| Location | Raleigh, NC, United States |
| Regulatory AUM | $118,233,904 |
| Accounts | 388 |
| Employees | 5 |
| Website | HTTPS://WWW.TRGCAP.COM/ |
| amount percentile | 36th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (22 NC records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-07-23
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Trg Capital Management, INC. and 22 North Carolina peers
- North Carolina NewRiaPulse records like this one: 22
- Trg Capital Management, INC.'s amount: 36th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every North Carolina peer: $4,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $118M under management.
- Website on file.
What is the NewRiaPulse record for Trg Capital Management, INC. in Raleigh, North Carolina?
Trg Capital Management, INC. received SEC registration as an investment adviser (2026-07-23) with $118,233,904 in regulatory assets under management, based in Raleigh, NC.
How does Trg Capital Management, INC. compare to other North Carolina NewRiaPulse records?
Its amount of 118 is below the median (36th percentile); smaller records often move faster and face less competition. It is 104 days old; check the official source for later updates before acting.
Trg Capital Management, INC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Trg Capital Management, INC. | Raleigh, NC | 118 | 36th | 2026-07-23 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 | |
| Leonard Advisory Group LLC | Saint Joseph, MI | 114 | 30th | 2026-09-16 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in North Carolina NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.