EDG Capital LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Park City, Utah
CRD number
326173
Registered since
April 26, 2024

Firm profile

FINTRX

Overview

EDG Capital LLC is organized as a limited liability company and is registered with the SEC in 2024. Public filings identify the owner type as a combination of a domestic entity and an individual. The advisor is categorized as "unclassified" in the available source and does not describe itself as a capital allocator. The firm reports that it is not an active ESG investor, is not a multistate adviser, and is not a pension consultant or related adviser. The source provides no detail about the firm's client segments, fee schedules, core business activities, or specific advisory services. That absence of operational detail limits the ability to profile the firm's target market or stated investment approach beyond the few registration-level attributes above.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Richard Feldman

    Richard Feldman

    FinOpCRD 2273453

  • Christopher Bae

    OwnerCRD 3102545

  • Alona Kornberg

    Alona Kornberg

    CCOCRD 6990646

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Park City, UT

Summit

Location

Park City, UT

Headquartered in Park City, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Summit
Address
1743 Sidewinder Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth