Matthew Horwedel
Investment adviser representative at Trg Capital Management, Inc.
13 yearsExperience
2 statesRegistered in
$118.2MFirm assets
Under 1 yearFirm 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 assetsHourlyPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Trg Capital Management, Inc.Nov 2023 to now
- UnemployedJun 2023 to Oct 2023
- Northwestern MutualJun 2021 to Dec 2021
- Wilkes UniversityAug 2019 to May 2023
- UnemployedJun 2019 to Jul 2019
- Shalmont High SchoolJan 2013 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, NY).
Trg Capital Management, Inc.
Legal name: Trg Capital Management Incorporated
$118.2MAssets managed
131Clients
4Advisers
Under 1 yearIn 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
- 7361143
- Firm CRD
- 146674