Condor Capital Wealth Management
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
FINTRXOverview
Condor Capital Wealth Management is an independent RIA organized as a corporation and SEC-registered since 1988. The firm serves high-net-worth individuals, families and institutional clients, providing financial planning, portfolio management for individuals and businesses, pension consulting and selection of external advisers. Condor functions as a capital allocator, combining public fund exposures with third-party alternative managers and private placements. The firm charges typical advisory fees tied to AUM and also offers hourly and fixed-fee engagement models. Condor identifies as an active ESG investor and has been recognized on industry lists, including FA Magazine’s Top RIA Firms (2020) and Forbes’ Top RIA Firms (2024).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Exchange Traded Equities17%
- Private Funds3%
- Cash & Cash Equivalents3%
- State & Local Bonds2%
Owners & executives
1 of 1
Kenneth Schapiro
President, Chief Executive OfficerCRD 1890303
Contacts
3 of 17
Jacob Boylan
Senior Financial AnalystCRD 6376235
Matthew Goldman
Financial AnalystCRD 7866117
Brendan Hughes
Financial AdvisorCRD 6250197
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 132Active vs passive
$975M in ETFs
77%
$750M
19%
$225M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $139M | 232,695 | 14.27% |
Location
Martinsville, NJ
Somerset
Location
Martinsville, NJ
Headquartered in Martinsville, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Somerset
- Address
- 1973 Washington Valley Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Roundview Capital, LLC
RIAPrinceton, NJ
Passaic Partners LLC
RIANewark, NJ
Traphagen Financial Group
RIAOradell, NJ
TLG Advisors, Inc.
RIASummit, NJ
RSW Investments
RIASummit, NJ
Withum Wealth Management
RIARed Bank, NJ