# TRG Financial

TRG Financial is an Asset Manager based in Powder Springs.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Powder Springs
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** trgpi.com

## Regulatory record

- **CRD number:** 337706
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/337706

## About

TRG Financial, Inc is a financial services and insurance firm located in Powder Springs, Georgia, serving the metro Atlanta area including Douglasville, Atlanta, Stone Mountain, Hiram, and Lithia Springs. Established in 1995 and founded by Nick Roberson, it operates as an independent agency offering debt elimination strategies, life, auto, and home insurance, and wealth accumulation strategies. The firm emphasizes personalized, tailored financial solutions and is not tied to any single insurance provider.

## Sectors

- insurance and financial services

## People

- Nick Roberson

## Questions

### Who runs investment decisions at TRG Financial?

No named principals or investment committee members have been identified in public sources. The firm's leadership remains undisclosed.

### What is TRG Financial's investment strategy?

TRG Financial's investment strategy is not publicly available. No information on asset class focus, stage preference, or deal structure has been disclosed.

### Does TRG Financial participate in fund commitments or direct deals?

The firm's investment vehicle preferences have not been publicly documented. It is unclear if TRG Financial allocates to external funds or pursues direct investments.

### Which sectors does TRG Financial target?

No sector focus has been publicly stated or inferred from known portfolio holdings, which are not disclosed.

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Last updated: 2026-08-11T15:08:22.057Z

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