CRD: 160109
Walkner Condon Financial Advisors LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-10-2012
- Office Locations
- 4
Office Locations
About Walkner Condon Financial Advisors LLC
Walkner Condon Financial Advisors is an independent, fee-only RIA providing ongoing financial planning and investment management for individuals, families, entrepreneurs, state employees, and U.S. expats. Services span retirement, tax (including Roth conversions), education (529/UTMA), equity-comp and concentrated stock planning, insurance and estate reviews, and charitable strategies. Investment implementation emphasizes low-cost diversification with value-based, direct indexing and tax management; portfolios are ETF-centric and primarily custodied at Schwab. Minimum $500k investable assets.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
NATHAN MICHAEL CONDON
Financial Advisor, General Partner, Managing Member
- CRD
- #5052879
- Ownership
- 25% but less than 50%
CLINTON THOMAS WALKNER
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #4285175
- Ownership
- 25% but less than 50%
Showing 2 of 6 owners & executives
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Ian Beardsley
Financial Advisor
- CRD
- #8025508
ANDREW TIMOTHY KING
Financial Advisor
- CRD
- #1517044
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $968,775,375 | $329,628 |
| Non-Discretionary | $62,405,536 | $277,358 |
| Total | $1,031,180,911 | $325,911 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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