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 an SEC-registered limited liability company that appears in public records with a 2024 registration year. The firm’s ownership is recorded as a combination of a domestic entity and an individual. The snapshot classifies the adviser as "Unclassified" and identifies several operational flags: it is not a capital allocator, does not position itself as an active ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser. The firm has not supplied detail on its advisory activities, fee structure, target client types, or investment approach in the available data.

Assets & Accounts

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