CONDOR CAPITAL WEALTH MANAGEMENT

RIASEC RegisteredEst. 1988
Total AUM
$2.2B
Discretionary
$1.8B
85% of AUM
Avg account
$540K
Accounts
4,039
Employees
31
Advisory reps
17

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, SEC-registered advisory firm operating as a corporation. The firm delivers a mix of financial planning and portfolio management for individuals, families, small businesses and institutional clients, and it also helps clients with pension-related advice and the selection of third-party advisers. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Condor describes itself as an active ESG investor and functions as a capital allocator, placing client capital with third-party managers where appropriate. The firm has received industry recognition, appearing on FA Magazine’s Top RIA Firms list in 2020 and on Forbes’ Top RIA Firms list in 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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

Asset composition

Asset composition: Public Funds/Mutual Funds 73%, Exchange Traded Equities 17%, Private Funds 3%, Cash & Cash Equivalents 3%, State & Local Bonds 2%, US Government Bonds 1%, Investment Grade Corp Bonds 1%73%
  • 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 16

  • JACOB BOYLAN

    Senior Financial AnalystCRD 6376235

  • Matthew Goldman

    Financial AnalystCRD 7866117

  • BRENDAN HUGHES

    Financial AdvisorCRD 6250197

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 132

Active vs passive

$975M in ETFs

Passive

77%

$750M

Active

19%

$225M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$139M232,69514.27%
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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth