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 registered investment adviser organized as a corporation and operating since the late 1980s. The firm acts as a capital allocator for both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and businesses, pension consulting, and manager selection services. Its fee arrangements include percentage-of-AUM, hourly, and fixed-fee engagements. 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 16
Jacob Boylan
Senior Financial AnalystCRD 6376235
Brendan Hughes
Financial AdvisorCRD 6250197
Nicholas Mango
Portfolio ManagerCRD 6665703
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 129Active vs passive
$1.1B in ETFs
79%
$862M
18%
$235M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $160M | 232,273 | 14.55% |
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
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