EDG Capital LLC

Broker-DealerFINRA Member
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 presented in filings as owned by a combination of a domestic corporate entity and an individual. Public records classify the firm as unclassified rather than assigning it to a traditional RIA subtype, and available data indicate the firm does not act as a capital allocator. The firm discloses very little about its client mix, fee schedules, or day-to-day advisory activities. It is not identified as an active ESG investor, is not described as a multi-state adviser, and is not listed as a pension consultant or a related adviser to another registered entity. These datapoints suggest a compact, narrowly documented advisory operation rather than a broadly marketed wealth management platform.

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

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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