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Walkner Condon Financial Advisors LLC
Walkner Condon Financial Advisors LLC is an independent, fee-only investment advisory firm headquartered in Madison, Wisconsin. Founded in 2011, the firm is owned by Clinton Thomas Walkner, Nathan Michael Condon, and Jonathon Thomas Jordan. Walkner Condon offers comprehensive financial planning and portfolio management services for individuals and families, with a strong emphasis on tailored advice, fiduciary responsibility, and client education. As of July 2025, the firm manages over $730 million in assets and employs approximately 13 professionals, serving mostly high net worth individuals as well as other client types.
Investment Strategy
Walkner Condon Financial Advisors provides personalized, ongoing portfolio management based on each client’s goals, objectives, time horizon, and risk tolerance. The firm constructs customized Investment Policy Statements for clients, focusing on asset allocation, risk management, and diversified asset selection. The firm's fiduciary approach emphasizes fair and equitable investment practices, regular portfolio monitoring, and disciplined, client-centric advice. They may also recommend third-party investment advisers when appropriate, ensuring those advisers are properly licensed and adhering to the firm’s standards.
Latest 13F Filing Activity
Walkner Condon Financial Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 277 equity positions with a total 13F market value of $543M. The fund increased holdings in SPDR Index SHS FDS, SPDR Series Trust, SPDR Series Trust among other positions. Walkner Condon Financial Advisors LLC reduced exposure to RBB FD Inc., J P Morgan Exchange Traded F, First TR Exchange-traded FD among others.
Top Holdings
Equity Positions (277)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPDW | SPDR INDEX SHS FDS | 5.46% | $29.7M | 733,191 | $35.29 | $40.49 | +$4.8M |
S SPLG | SPDR SERIES TRUST | 4.97% | $27.0M | 371,718 | $58.25 | $72.69 | +$4.3M |
I IVV | ISHARES TR | 3.61% | $19.6M | 31,590 | $452.40 | $620.90 | +$1.9M |
J JCPB | J P MORGAN EXCHANGE TRADED F | 3.44% | $18.7M | 396,917 | $46.89 | $47.06 | +$331.6K |
L LMBS | FIRST TR EXCHANGE-TRADED FD | 2.79% | $15.1M | 307,531 | $49.02 | $49.26 | +$1.4M |
Industry Allocation
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