# TRG Capital Management, Inc.

> TRG Capital Management, Inc. is an SEC-registered investment advisory firm in Raleigh, NC, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 17, 2026.

- CRD: 146674
- Filed as: TRG CAPITAL MANAGEMENT, INC.
- Legal name: TRG Capital Management Incorporated
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Raleigh, NC
- Filing period: October 2026
- Form ADV filing dated: August 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146674
- AdvisorCensus page: https://advisorcensus.com/firm/trg-capital-management-inc-raleigh-nc-146674

## Quick answers

**How is TRG Capital Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), TRG Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees.

**How much does TRG Capital Management, Inc. charge?**
Its Form ADV Part 2A brochure dated August 17, 2026 states: Hourly rate: $500 an hour (consult with TRG from time to time regarding their accounts). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is TRG Capital Management, Inc. located?**
TRG Capital Management, Inc.'s principal office is in Raleigh, NC, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is TRG Capital Management, Inc. registered with the SEC or a state?**
TRG Capital Management, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 146674.

**How much does TRG Capital Management, Inc. manage?**
TRG Capital Management, Inc. reports $118,233,904 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (100% discretionary).

**What types of clients does TRG Capital Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (81); high net worth individuals (48); pooled investment vehicles (other than investment companies and business development companies) (1).

**Which custodians does TRG Capital Management, Inc. use?**
TRG Capital Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does TRG Capital Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/146674

**Does TRG Capital Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated August 17, 2026 says: "TRG generally requires a minimum of $100,000 in investable assets for new client relationships."

**What changed in TRG Capital Management, Inc.'s recent Form ADV filings?**
In the August 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated August 17, 2026)

- Account minimum: $100,000

> TRG generally requires a minimum of $100,000 in investable assets for new client relationships.

- Hourly rate: $500 an hour (consult with TRG from time to time regarding their accounts)

> Clients will consult with TRG from time to time regarding their accounts. Under this arrangement fees will generally be charged an hourly rate at a maximum of $500.00 per hour, billed in 15- minute increments.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $118,233,904
- Discretionary: $118,233,904
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 81 | $18,934,390 |
| High net worth individuals | 48 | $76,478,159 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $21,017,426 |
| Charitable organizations | 1 | $1,803,929 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, NH, NY, PA, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Johnson City, NY

### Websites listed on Form ADV (Item 1.I)
- trgcap.com
- Facebook facebook.com
- LinkedIn @3798933

## Changes in the filing (last 12 months)

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. TRG Capital Management, Inc. (CRD 146674): Form ADV filing data as of October 2026.