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Thomas Randal Isgrig

Isgrig Capital Asset Management, LLC

Cincinnati, OH

CRD 2727717

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Employer firm

Isgrig Capital Asset Management, LLC CRD 134676

131 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Isgrig Capital Asset Management, Llc

Cincinnati, OH • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-01-20
LA RA APPROVED 2023-06-20
IN RA APPROVED 2019-09-12
KY RA APPROVED 2012-03-15
TX RA APPROVED_RES 2011-06-21
PA RA APPROVED 2005-09-15
OH RA APPROVED 2005-03-28
  • CO RA
    APPROVED
    Since 2025-01-20
  • LA RA
    APPROVED
    Since 2023-06-20
  • IN RA
    APPROVED
    Since 2019-09-12
  • KY RA
    APPROVED
    Since 2012-03-15
  • TX RA
    APPROVED_RES
    Since 2011-06-21
  • PA RA
    APPROVED
    Since 2005-09-15
  • OH RA
    APPROVED
    Since 2005-03-28

Branch Locations

Cincinnati, OH • 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
Isgrig Capital Asset Management, Llc Cincinnati OH 01/2005 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-11-11
  • S65 Uniform Investment Adviser Law Examination
    2004-11-11
Other Names
  • Trey Isgrig
  • Thomas Randal Jr Isgrig

View on SEC IAPD

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