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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 27 | 31 | increased by4 |
| Apr 1, 2026 | Clients | 829 | 879 | increased by50 |
| Apr 1, 2026 | AUM | $1,996,405,279 | $2,179,700,881 | increased by$183,295,602 |
| Apr 1, 2026 | Accounts | 4,216 | 4,039 | decreased by177 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 22 | 27 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 777 | 829 | increased by52 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,675,855,361 | $1,996,405,279 | increased by$320,549,918 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,383 | 4,216 | increased by833 |
| Apr 1, 2022 | Employees | 18 | 22 | increased by4 |
| Apr 1, 2022 | Clients | 714 | 777 | increased by63 |
| Apr 1, 2022 | AUM | $1,350,922,750 | $1,675,855,361 | increased by$324,932,611 |
| Apr 1, 2022 | Accounts | 2,929 | 3,383 | increased by454 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CONDOR CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CONDOR CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.