Matthew Horwedel

TRG CAPITAL MANAGEMENT

Raleigh, NC 27615

Some features on this profile are disabled

CRD#: 7361143

Professional summary

Matthew Horwedel is a registered financial advisor currently at TRG CAPITAL MANAGEMENT, INC. located in Raleigh, North Carolina.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Matthew has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Matthew Horwedel's 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 3, 2024 - Present

TRG CAPITAL MANAGEMENT, INC.

Office #1: 8321 Six Forks Road Suite 103, Raleigh, NC 27615

RIA

CRD#: 146674

Raleigh, NC

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.

Highlighted states indicate IAR registrations

IAR

New York
(1/3/2024)

IAR

North Carolina
(1/3/2024)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/26/2023

Uniform Investment Adviser Law Examination

Current Firm

TRG CAPITAL MANAGEMENT, INC.

TRG CAPITAL MANAGEMENT | TRG CAPITAL MANAGEMENT, INC. | TRG CAPITAL MANAGEMENT INCORPORATED

CRD#: 146674 / SEC#:

Florida

Registered Investment Advisory firm - (6/19/2020 Approved)

New York

Registered Investment Advisory firm - (4/18/2008 Approved)

North Carolina

Registered Investment Advisory firm - (4/17/2008 Approved)

Pennsylvania

Registered Investment Advisory firm - (12/9/2015 Approved)

South Carolina

Registered Investment Advisory firm - (8/14/2023 Approved)

Texas

Registered Investment Advisory firm - (4/18/2008 Conditional Restricted)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

8321 Six Forks Road Suite 103, Raleigh, NC 27615

Mailing Address

Phone number

(919) 239-4163

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	350
AUM (Assets Under Management)	$ 103,335,390

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/09/2025	Cover Page	Report
09/10/2024	Cover Page	Report
09/19/2023	Cover Page	Report
09/08/2023	Cover Page	Report
10/28/2022	Cover Page	Report

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.

Similar Advisors

Daniel Braddock

ALMEGA WEALTH MANAGEMENT

IAR

Raliegh, NC

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew Horwedel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Horwedel's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRG CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/26/2023

Current Firm

TRG CAPITAL MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRG CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

Similar Advisors