# TRICAPITAL WEALTH MANAGEMENT, INC.

TRICAPITAL WEALTH MANAGEMENT, INC. of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 118788
- Type: SEC-registered investment adviser
- SEC file number: 801-123572
- 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118788/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118788/similar
- Related entities: https://search.stillhousedata.com/firm/118788/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118788

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.