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George John Gerner

Trg Capital Management, Inc.

Johnson City, NY

Hutchinson Island, FL

CRD 6125604

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Employer firm

Trg Capital Management, Inc. CRD 146674

$118M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Trg Capital Management, Inc.

8321 Six Forks Road Suite 103, Raleigh, NC 27615 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-19
FL RA APPROVED 2020-06-30
NC RA APPROVED 2013-01-31
  • NY RA
    APPROVED
    Since 2021-08-19
  • FL RA
    APPROVED
    Since 2020-06-30
  • NC RA
    APPROVED
    Since 2013-01-31

Branch Locations

520 Columbia Drive Suite 107, Johnson City, NY 13790 • United States

Hutchinson Island, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Trg Capital Management Johnson City NY 01/2013 Present
  • 01/2013 → Present
    Trg Capital Management
    Johnson City, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-11-29
  • S65 Uniform Investment Adviser Law Examination
    2012-11-29

View on SEC IAPD

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