Trevor S. Rupp

724 CAPITAL

Archbold, OH 43502

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CRD#: 7260406

Professional summary

Trevor Seth Rupp, who also goes by Trevor Rupp, is a registered financial advisor currently at 724 CAPITAL, LLC located in Archbold, Ohio and INDEPENDENT FINANCIAL GROUP, LLC located in Fort Wayne, Indiana.

Trevor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Trevor has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Trevor Rupp

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Seth Rupp's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 17, 2026 - Present

724 CAPITAL, LLC

Office #1: 219 N Defiance St., Archbold, OH 43502

RIA

CRD#: 318170

Archbold, OH

Current

April 25, 2024 - Present

INDEPENDENT FINANCIAL GROUP, LLC

Office #1: 1910 St. Joe Center Road Suite 25, Fort Wayne, IN 46825

RIA

CRD#: 7717

FORT WAYNE, IN

Past

May 1, 2024 - December 31, 2025

724 CAPITAL, LLC

RIA

CRD#: 318170

Archbold, OH

Past

March 10, 2023 - April 26, 2024

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

LANSING, MI

Past

January 10, 2023 - April 26, 2024

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

LANSING, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

724 CAPITAL, LLC

724 CAPITAL, LLC | MINISTRY PARTNERS ADVISORY | KCT FINANCIAL | CIG FINANCIAL SERVICES | 724 STEWARDSHIP CONSULTING

CRD#: 318170 / SEC#: 801-123098

RIA

Registered Investment Advisory firm - (1/21/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Indiana
(4/25/2024)

Michigan
(4/25/2024)

Ohio
(4/25/2024)

IAR

Ohio
(1/17/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/9/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/10/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/15/2022

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

724 CAPITAL, LLC

724 CAPITAL, LLC | MINISTRY PARTNERS ADVISORY | KCT FINANCIAL | CIG FINANCIAL SERVICES | 724 STEWARDSHIP CONSULTING

CRD#: 318170 / SEC#: 801-123098

RIA

Registered Investment Advisory firm - (1/21/2022 Approved)

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Contact information

Main Address

Lansing, MI

Mailing Address

Phone number

(517) 256-4319

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE- 724 CAPITAL, LLC (3/7/2025)

ADV PART 2A- 724 CAPITAL, LLC (3/7/2025)

Regulatory assets under management

Total Number of Accounts	1,818
AUM (Assets Under Management)	$ 225,885,389

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Trevor S. Rupp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Seth Rupp's CRS (Customer Relationship Summary).

Certified licenses

Experience

INDEPENDENT FINANCIAL GROUP, LLC

724 CAPITAL, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

724 CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/9/2023

Series 7TO

Date: 1/10/2023

SIE

Date: 12/15/2022

FINRA

Current Firm

724 CAPITAL, LLC

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

724 CAPITAL, LLC

TRUST BUT VERIFY

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