Condor Capital Management
Condor Capital Management is an employee-owned, SEC-registered investment advisor headquartered in Martinsville, New Jersey. Founded in 1988, the firm employs approximately 27 people and is dedicated to a fee-only, fiduciary model. Condor Capital serves individuals—including both high net worth and other individuals—as well as charitable organizations and pension plans. The firm emphasizes transparency, annual audits, and a comprehensive wealth management experience integrating investment management, financial planning, and relationship management services.
Investment Strategy
Condor Capital Management provides investment management on a fee-only basis, ensuring no conflicts of interest from commissions or trading activity. Its strategies are tailored to individual client goals and combine investment management with comprehensive financial planning and ongoing advisory. The firm adheres to the CFA Institute Asset Manager Code of Professional Conduct and the Global Investment Performance Standards (GIPS), with a commitment to ethical practices, client-centric advice, and annual custody audits. Investment management is integrated with unlimited planning to streamline clients' complex financial affairs.
Top Holdings
Equity Positions (184)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 11.16% | $128.7M | 226,587 | $327.50 | $568.03 | +$12.9M |
V VUG | VANGUARD INDEX FDS | 5.39% | $62.1M | 141,644 | $123.10 | $438.40 | +$9.3M |
V VTV | VANGUARD INDEX FDS | 5.34% | $61.6M | 348,650 | $98.59 | $176.74 | +$1.7M |
I IEFA | ISHARES TR | 3.04% | $35.0M | 419,621 | $65.89 | $83.48 | +$3.3M |
V VONV | VANGUARD SCOTTSDALE FDS | 2.80% | $32.3M | 379,075 | $45.64 | $85.21 | +$1.1M |