# Condor Capital Wealth Management

> Condor Capital Wealth Management is an SEC-registered investment advisory firm in Martinsville, NJ, registered since 1988, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 16, 2026.

- CRD: 104920
- Filed as: CONDOR CAPITAL WEALTH MANAGEMENT
- Legal name: Condor Capital Management
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Martinsville, NJ
- Filing period: October 2026
- Form ADV filing dated: July 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/104920
- AdvisorCensus page: https://advisorcensus.com/firm/condor-capital-wealth-management-martinsville-nj-104920

## Quick answers

**How is Condor Capital Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Condor Capital Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Condor Capital Wealth Management located?**
Condor Capital Wealth Management's principal office is in Martinsville, NJ, according to its Form ADV.

**Is Condor Capital Wealth Management registered with the SEC or a state?**
Condor Capital Wealth Management is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 104920.

**How much does Condor Capital Wealth Management manage?**
Condor Capital Wealth Management reports $2,179,700,881 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (85% discretionary).

**How have Condor Capital Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Condor Capital Wealth Management: Regulatory assets under management: $1,350,922,750 in the October 2021 data and $2,179,700,881 in the October 2026 data, up 61%. Total employees: 18 in October 2021 and 31 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Condor Capital Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (445); high net worth individuals (424); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Which custodians does Condor Capital Wealth Management use?**
Condor Capital Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Condor Capital Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/104920

**Does Condor Capital Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated July 15, 2026 says: "The Registrant generally requires an annual minimum asset level of $500,000 for investment advisory services. The Registrant, in its sole discretion, may reduce its investment management fee and/or reduce or waive its minimum asset requirement"

**What changed in Condor Capital Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 15 to 17. Registered or notice-filed in WA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 15, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> The Registrant generally requires an annual minimum asset level of $500,000 for investment advisory services. The Registrant, in its sole discretion, may reduce its investment management fee and/or reduce or waive its minimum asset requirement

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $2,179,700,881
- Discretionary: $1,845,823,718
- Non-discretionary: $333,877,163

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 445 | $151,618,102 |
| High net worth individuals | 424 | $1,957,554,198 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $58,935,328 |
| Charitable organizations | 5 | $6,081,457 |
| Corporations or other businesses not listed above | Fewer than 5 | $5,511,796 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1988 (37 years)
- Employees: 31 total, 17 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, DC, FL, LA, MA, MD, NC, NH, NJ, NM, NY, OH, PA, SC, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- condorcapital.com
- theroboreport.com
- Facebook @CONDORCAPITALMANAGEMENT
- Facebook @THEROBOREPORT
- Instagram @CONDORCAPITALWM
- LinkedIn @CONDOR-CAPITAL-MANAGEMENT
- LinkedIn @THEROBOREPORT
- LinkedIn @KENSCHAPIRO
- X @CONDORCAPITAL
- X @THEROBOREPORT
- YouTube @CONDORCAPITALWM

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,350,922,750 | 18 | September 27, 2021 |
| October 2022 | $1,675,855,361 | 22 | April 1, 2022 |
| October 2023 | $1,429,531,648 | 24 | September 22, 2023 |
| October 2024 | $1,704,721,506 | 26 | April 25, 2024 |
| October 2025 | $1,996,405,279 | 27 | March 20, 2025 |
| October 2026 | $2,179,700,881 | 31 | July 16, 2026 |

Regulatory assets under management: $1,350,922,750 in the October 2021 data and $2,179,700,881 in the October 2026 data, up 61%.
Total employees: 18 in October 2021 and 31 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 15 to 17.
- Registered or notice-filed in WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Condor Capital Wealth Management (CRD 104920): Form ADV filing data as of October 2026.