# Walkner Condon Financial Advisors LLC

> Walkner Condon Financial Advisors LLC is an SEC-registered investment advisory firm in Verona, WI, registered since 2019, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 23, 2026.

- CRD: 160109
- Filed as: WALKNER CONDON FINANCIAL ADVISORS LLC
- Also doing business as: WALKNER CONDON FINANCIAL ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Verona, WI
- Filing period: October 2026
- Form ADV filing dated: September 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160109
- AdvisorCensus page: https://advisorcensus.com/firm/walkner-condon-financial-advisors-llc-verona-wi-160109

## Quick answers

**How is Walkner Condon Financial Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Walkner Condon Financial Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Walkner Condon Financial Advisors LLC located?**
Walkner Condon Financial Advisors LLC's principal office is in Verona, WI, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Walkner Condon Financial Advisors LLC registered with the SEC or a state?**
Walkner Condon Financial Advisors LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 160109.

**How much does Walkner Condon Financial Advisors LLC manage?**
Walkner Condon Financial Advisors LLC reports $1,031,180,911 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (94% discretionary).

**How have Walkner Condon Financial Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Walkner Condon Financial Advisors LLC: Regulatory assets under management: $336,086,017 in the October 2021 data and $1,031,180,911 in the October 2026 data, up 207%. Total employees: 7 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Walkner Condon Financial Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (472); high net worth individuals (327); charitable organizations (4).

**Which custodians does Walkner Condon Financial Advisors LLC use?**
Walkner Condon Financial Advisors LLC'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 Walkner Condon Financial Advisors LLC 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/160109

**Does Walkner Condon Financial Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 1, 2026 says: "WCFA’s investment minimum is $1,000,000, which may be waived at WCFA’s discretion."

**What changed in Walkner Condon Financial Advisors LLC's recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 1, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> WCFA’s investment minimum is $1,000,000, which may be waived at WCFA’s discretion.

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: $1,031,180,911
- Discretionary: $968,775,375
- Non-discretionary: $62,405,536

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 472 | $268,060,666 |
| High net worth individuals | 327 | $757,811,751 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 4 | $3,677,003 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $1,631,491 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 18 total, 16 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IL, IN, MA, MI, MN, NE, NY, PA, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Madison, WI

### Websites listed on Form ADV (Item 1.I)
- usexpatinvesting.com
- walknercondon.com
- Facebook @WALKNERCONDON
- Instagram @walknercondon
- LinkedIn @walkner-condon-financial-advisors-llc
- X @WALKNERCONDON
- YouTube @UCOPp1K97TxdF1A0E1qKsGRQ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $336,086,017 | 7 | March 14, 2021 |
| October 2022 | $459,235,563 | 9 | August 2, 2022 |
| October 2023 | $486,677,461 | 11 | August 30, 2023 |
| October 2024 | $633,471,205 | 11 | January 19, 2024 |
| October 2025 | $732,818,029 | 13 | July 16, 2025 |
| October 2026 | $1,031,180,911 | 18 | September 23, 2026 |

Regulatory assets under management: $336,086,017 in the October 2021 data and $1,031,180,911 in the October 2026 data, up 207%.
Total employees: 7 in October 2021 and 18 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### July 2026
- Changed its office addresses in Madison, WI.
- No longer lists an office in Verona, WI.

### April 2026
- Employees performing advisory functions went from 13 to 16.
- Regulatory assets under management went from $732,818,029 to $1,031,180,911 (+41%).
- Registered or notice-filed in IN, MA, PA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Walkner Condon Financial Advisors LLC (CRD 160109): Form ADV filing data as of October 2026.