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Employer firm

Capital Client Group, Inc. CRD 6247

Reported services (Item 5G)

  • RECOMMENDING AFFILIATE AS INVESTMENT ADVISER OF SMA ASSETS

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

Current Employers
Capital Client Group, Inc.

333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-06
  • TX RA
    APPROVED
    Since 2026-02-06

Branch Locations

Castroville, TX • United States

3500 Wiseman Blvd, San Antonio, TX 78251-4321 • 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
Capital Group / Capital Client Group, Inc. San Antonio TX 10/2025 Present
Capital Group / Capital Client Group, Inc. San Antonio TX 10/2024 10/2025
Destination Travelcare Tuscaloosa AL 06/2023 07/2024
Careerstaff Irving TX 08/2022 11/2022
Snapnurse Atlanta GA 08/2021 09/2022
Jp Morgan Chase San Antonio TX 07/2020 01/2022
Pf Changs San Antonio TX 02/2015 08/2020
Unemployed San Antonio TX 11/2022 06/2023
Unemployed Castroville TX 07/2024 10/2024
  • 10/2025 → Present
    Capital Group / Capital Client Group, Inc.
    San Antonio, TX
  • 10/2024 → 10/2025
    Capital Group / Capital Client Group, Inc.
    San Antonio, TX
  • 06/2023 → 07/2024
    Destination Travelcare
    Tuscaloosa, AL
  • 08/2022 → 11/2022
    Careerstaff
    Irving, TX
  • 08/2021 → 09/2022
    Snapnurse
    Atlanta, GA
  • 07/2020 → 01/2022
    Jp Morgan Chase
    San Antonio, TX
  • 02/2015 → 08/2020
    Pf Changs
    San Antonio, TX
  • 11/2022 → 06/2023
    Unemployed
    San Antonio, TX
  • 07/2024 → 10/2024
    Unemployed
    Castroville, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-06
  • S66 Uniform Combined State Law Examination
    2026-02-06
Other Names
  • Zach Trepagnier
  • Zachary Paul Trepagnier

View on SEC IAPD

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