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Matthew Horwedel

Trg Capital Management, Inc.

Raleigh, NC

CRD 7361143

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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 2024-01-03
NC RA APPROVED 2024-01-03
  • NY RA
    APPROVED
    Since 2024-01-03
  • NC RA
    APPROVED
    Since 2024-01-03

Branch Locations

8321 Six Forks Road Suite 103, Raleigh, NC 27615 • 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, Inc. Johnson City NY 11/2023 Present
Unemployed Schenectady NY 06/2023 10/2023
Wilkes University Wilkes Barre PA 08/2019 05/2023
Shalmont High School Schenectady NY 01/2013 06/2019
Unemployed Schenectady NY 06/2019 07/2019
Northwestern Mutual Latham NY 06/2021 12/2021
  • 11/2023 → Present
    Trg Capital Management, Inc.
    Johnson City, NY
  • 06/2023 → 10/2023
    Unemployed
    Schenectady, NY
  • 08/2019 → 05/2023
    Wilkes University
    Wilkes Barre, PA
  • 01/2013 → 06/2019
    Shalmont High School
    Schenectady, NY
  • 06/2019 → 07/2019
    Unemployed
    Schenectady, NY
  • 06/2021 → 12/2021
    Northwestern Mutual
    Latham, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-26
  • S65 Uniform Investment Adviser Law Examination
    2023-09-26

View on SEC IAPD

Nearby Firms

TOWNSEND ASSET MANAGEMENT CORP.
FORTRESS PRIVATE LEDGER, LLC
OLDE RALEIGH FINANCIAL GROUP

Nearby Investors

ARNE W MORRIS
JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH

Nearby Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC

More in Raleigh, NC

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