CONNOR CAPITAL MANAGEMENT, LLC

Overview

Connor Capital Management, LLC is an independent, individual-owned RIA that advises individuals and families with a mix of financial planning and portfolio management services. The firm operates primarily on a non-discretionary basis, acting as an adviser while clients retain trading authority. Fee arrangements include AUM-based fees plus hourly and fixed-fee engagements, and the firm also functions in broker-dealer and insurance broker capacities. Connor Capital concentrates its public-market allocations in exchange-traded equities and uses both mutual funds and annuities to round out client portfolios. The adviser does not identify as an active ESG investor and does not operate as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices