CRD: 104920
Condor Capital Wealth Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Foundation eagleInsight +more
- Established Date
- 11-14-1988
- Office Locations
- 2
Office Locations
About Condor Capital Wealth Management
Condor Capital Wealth Management is an employee-owned, fee-only fiduciary RIA providing portfolio management and comprehensive financial planning, including small-business retirement plan support and family office services. The firm serves individuals and families who want a clear, goals-based strategy and ongoing reviews without managing portfolios themselves. Portfolios are implemented primarily with public funds/ETFs, custodied at Schwab, with client access via a mobile app.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KENNETH PAUL SCHAPIRO
Chief Executive Officer
- CRD
- #1890303
- Ownership
- 25% but less than 50%
JEANETTE LUCAS
Financial Advisor, General Partner, PARTNER, SENIOR FINANCIAL ADVISOR
- CRD
- #5515342
- Ownership
- Less than 5%
Harbor crest
Timber glacier
- CRD
- #11817
- Ownership
- 5.2%
Showing 2 of 4 owners & executives
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JACOB ZACHARY BOYLAN
Financial Advisor
- CRD
- #6376235
ANDREW Patrick CHRISTIANSEN
--
- CRD
- #7865054
Ember vertex
Wave focus
- CRD
- #29615
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,845,823,718 | $580,996 |
| Non-Discretionary | $333,877,163 | $387,328 |
| Total | $2,179,700,881 | $539,664 |
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Separately Managed Accounts
Total SMA Asset: $2,179,700,881
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,749,523,306 | 22.9% |
| Equity - Exchange | $519,509,104 | 6.8% |
| Cash | $1,054,297,887 | 13.8% |
| Private Funds | $626,466,861 | 8.2% |
| Municipal Bonds | $1,856,481,063 | 24.3% |
| Corporate - Investment Grade | $450,750,546 | 5.9% |
| U.S. Government/Agency | $1,382,810,997 | 18.1% |
| Total | $7,639,839,764 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL FUSION | EMBER GLACIER | TX92JCM6L | DZAI | 6.57% | $4,082,031 |
| FUSION HARBOR | HARBOR PIONEER | 13Y3LIKAD | XTUW | 9.02% | $95,324,809 |
| VECTOR WAVE WAVE | EMBER BEACON | 4E9DUYSAI | EMNC | 7.15% | $18,225,331 |
| TIMBER TIMBER DELTA | OAK ATLAS | 0M9PHD812 | WEZKS | 5.69% | $45,722,558 |
| FRONTIER PATHWAY EMBER | OPTIMA VALUE | 015HJB91O | DRFU | 1.35% | $79,259,648 |
| ELEMENT ZENITH FUSION | LEGACY FOCUS | K31R9GFCM | NENS | 6.80% | $110,449,959 |
| BRIDGE LEGACY VECTOR | QUANTUM WAVE | VOO69H3ZT | HHA | 0.82% | $101,183,754 |
| PATHWAY MATRIX WAVE | UNISON OPTIMA | 0H55GUB7Z | BEHEB | 7.83% | $90,990,558 |