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CONDOR CAPITAL WEALTH MANAGEMENT
Legal name: CONDOR CAPITAL MANAGEMENT
CRD 104920File 801-33145
APPROVED
Retail clients
Custody
Filing as of Jul 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.18B
Top 25% of cohort (national)
Discretionary AUM
$1.85B
Non-discretionary $333.9M
Clients
879
4,039 accounts
Employees
31
Top 25% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Nov 14, 1988
- Principal office
- 1973 WASHINGTON VALLEY ROAD, MARTINSVILLE, NJ, 08836-2053
- Phone
- 732-356-7323
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.18B
- Discretionary AUM
- $1.85B
- Non-discretionary AUM
- $333.9M
- Discretionary accounts
- 3,177
- Non-discretionary accounts
- 862
- Total accounts
- 4,039
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $5.5M |
| Charitable organizations | 5 | $6.1M |
| High net worth individuals | 424 | $1.96B |
| Pension and profit sharing plans | 5 | $58.9M |
| Individuals (other than high net worth individuals) | 445 | $151.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.