Trevor Seth Rupp
Investment adviser representative at 724 Capital, LLC
12 yearsExperience
1 stateRegistered in
$258.9MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Independent Financial Group, LLCApr 2024 to now
- 724 Capital, LLCApr 2014 to now
- Thrivent FinancialDec 2022 to Apr 2024
- Thrivent Investment Management IncSep 2022 to Apr 2024
- Affordable IndicatorsMay 2021 to Aug 2021
- Burr Oak Golf ClubJan 2021 to Nov 2022
- First Midwest AdvisorsJan 2021 to Sep 2021
- Spring Arbor UniversityAug 2018 to Dec 2022
- Cig Financial Services - Kirk WeldyAug 2018 to May 2020
- Archbold Parks & RecreationMay 2018 to Aug 2020
- SubwayOct 2017 to Jun 2018
- Archbold High SchoolApr 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
724 Capital, LLC
$258.9MAssets managed
1,270Clients
13Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7260406
- Firm CRD
- 318170