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 recorded as having registered with the SEC in 2024. The firm's ownership is listed as a mix of a domestic entity and an individual. FINTRX classifies the firm as "unclassified" rather than under a specific RIA subtype. The snapshot data flags several operational attributes: EDG Capital is not identified as a capital allocator, does not report active ESG investing, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser. Those same records indicate the firm is not marked as a newly formed adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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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