Form CRS
Customer Relationship Summary.

1. Introduction

Edge Capital (USA) Ltd is registered with the Securities and Exchange Commission (SEC) as a broker-dealer (CRD 18000661). This Customer Relationship Summary (Form CRS) provides you with information about the types of services we offer, the fees and costs associated with those services, conflicts of interest, and our disciplinary history. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS.

2. What Investment Services and Advice Can You Provide Me?

Edge Capital offers brokerage services, including the buying and selling of equities, options, ETFs, and futures. We also offer managed investment plans that put your deposit to work at a stated return and duration. Our services include:

Conversation starter: Ask us — “Given my financial situation, should I choose a brokerage account? Should I subscribe to a managed investment plan?”

3. What Fees Will I Pay?

Conversation starter: “Help me understand how these fees and costs might affect my investments over time.”

4. What Are Your Legal Obligations to Me and How Else Does Your Firm Make Money?

As a broker-dealer, we are required to act in your best interest and not place our own interests ahead of yours (Regulation Best Interest). When we make a recommendation, we must have a reasonable basis for believing the recommendation is in your best interest.

We may receive payment for order flow (PFOF) from market makers who execute your orders. This is a common practice in the industry. While PFOF does not directly cost you more, it creates a potential conflict of interest. We are committed to routing your orders to achieve best execution regardless.

Conversation starter: “How might your conflicts of interest affect me, and how will you address them?”

5. Do You or Your Financial Professionals Have Legal or Disciplinary History?

Edge Capital and its financial professionals are committed to maintaining clean regulatory records. Visit Investor.gov/CRS to research our firm and any registered financial professionals using our free and simple search tool.

Conversation starter: “As a financial professional, do you have any disciplinary history? For what type of conduct?”

6. How to Get Additional Information

For more detailed information about our brokerage services, fees, and conflicts of interest, please visit our website or contact our compliance team directly at compliance@edgecapitalfi.com.

Up-to-date information about Edge Capital is available from the SEC's EDGAR system at www.sec.gov/cgi-bin/browse-edgar and FINRA BrokerCheck at brokercheck.finra.org.