CRD: 155893
Connor Capital Management, LLC
$46.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail
- Platforms
- Insight foundationSignal +more
- Established Date
- 01-21-2011
- Office Locations
- 1
Office Locations
8300 Boone Blvd. Suite 500 Vienna VA
About Connor Capital Management, LLC
Connor Capital Management, LLC is an independent, fee-based RIA founded by Joe Connor, focused on long-term retirement planning and investment management for individuals and families. The firm emphasizes risk-based, goal-driven advice designed to minimize conflicts, and commonly implements portfolios with ETFs and mutual funds, with custody at Charles Schwab.
Team overview
-- AVG AGE
$46.8M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
15.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Pioneer vertex Bridge Summit vector
Client Personas
Capital meridian
Custodian
Oak catalyst Harbor Ridge Value prime Momentum north
Investment Themes
Eagle Vertex Capital value
Investment Vehicles
Unison Peak
Services
Legacy bridge Catalyst momentum Capital Horizon element Glacier legacy Zenith foundation Ridge Timber
Technology
Vital Vertex value Vector vital
Owner & Executives
JOSEPH AUGUSTINE CONNOR IV
Managing Member
- CRD
- #2599157
- Ownership
- 75% or more
(412) 799-3321
foundation.optima@bridgecapital.com
in linkedin.com/in/optima-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $46,826,000 | -- |
| Total | $46,826,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $46,826,000
Equity - Exchange:
16.7% Public Funds:
48.5% Corporate - Investment Grade:
34.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $513,330,403 | 16.7% |
| Public Funds | $1,490,809,854 | 48.5% |
| Corporate - Investment Grade | $1,069,694,493 | 34.8% |
| Total | $3,073,834,750 | 100.0% |