Condor Capital Wealth Management

RIASEC Registered
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
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.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 129

Active vs passive

$1.1B in ETFs

Passive

79%

$862M

Active

18%

$235M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$160M232,27314.55%

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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