TRICAPITAL WEALTH MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$132,704,661
Discretionary
$127,162,321
Non-discretionary
$5,542,340
Firm details
- CRD number
- 118788
- SEC file number
- 801-123572
- Main office
- CHARLOTTE, NC, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.