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 shown in FINTRX as having registered with the SEC in 2024. The firm is identified as a domestic entity with an individual owner and is categorized as "Unclassified" in the FINTRX snapshot. The record indicates the firm is not a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. The FINTRX entry contains very little detail about the firm's advisory model: fields for client base, fee structure, business activities, and advisory activities are blank. That absence of operational detail in the profile makes the public record difficult to interpret beyond the registration and organizational attributes.

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

    Compliance and Risk ManagementCRD 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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth