Condor Capital Wealth Management

RIASEC Registered

Total AUM

$2.2B

Discretionary

$1.8B

85% of AUM

Avg account

$540K

Accounts

4,039

Employees

Advisory reps

Firm details

Headquarters: Martinsville, New Jersey
CRD number: 104920
Registered since: November 14, 1988
Website: www.condorcapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI89.81%
Individuals6.96%
Pension & Profit Sharing Plans2.7%
Charitable Organizations0.28%
Corporations / Businesses0.25%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Condor Capital Wealth Management is an independent registered investment adviser that has been SEC-registered since 1988. The firm serves both high-net-worth individuals and families as well as institutional clients, operating as a capital allocator that directs client assets into third-party managers alongside internally managed portfolios. Its client engagement model includes financial planning and portfolio management for individuals, small businesses and larger institutional entities, plus the selection of outside advisers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. Condor reports that it integrates environmental, social and governance (ESG) factors into its investment process. The firm has been recognized in industry rankings, appearing on FA Magazine’s Top RIA Firms list in 2020 and on Forbes’ Top RIA Firms list in 2024.