TRICAPITAL WEALTH MANAGEMENT, INC.
TRICAPITAL WEALTH MANAGEMENT, INC. of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 118788). Regulatory assets under management: $132.7M.
Registration
- CRD: 118788
- SEC file number: 801-123572
- Type: Registered investment adviser
- Location: THREE SOUTH EXECUTIVE PARK, 6115 PARK SOUTH DRIVE, SUITE 330, CHARLOTTE, NC, 28210
- Phone: 704-571-8778
- Latest filing: 2026-03-03
- Regulatory AUM: $132.7M
- Discretionary AUM: $127.2M
- Non-discretionary AUM: $5.5M
- Clients: 3
- Accounts: 192
Business model
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pooled vehicles.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Randall Eugene White | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| WHITE BRIAN EUGENE | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
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