Washington, DC Office

Condor Capital Wealth Management serves individuals (including high‑net‑worth clients), business entities, trusts, pension and profit‑sharing plans, estates and charitable organizations. The firm provides discretionary and non‑discretionary portfolio management, financial planning and consulting, pension plan consulting (including ERISA 3(21)/3(38) services), and may recommend independent managers and private investment funds.

The firm implements fee‑only investment programs using individual equities, fixed income, mutual funds, ETFs, separate account managers and, where suitable, private and interval funds, with ongoing monitoring and periodic client reviews. Condor also offers direct indexing, may incorporate cryptocurrency exposure via exchange‑traded products or third‑party managers at a client’s direction, and employs AI tools under a formal policy to support adviser analysis while retaining human oversight.

What is distinctive about Condor relative to many peers is its multi‑office structure (17 offices) and its explicit use of endorsements and advertised third‑party ratings in marketing. The brochure also discloses participation in a paid referral network that can require initial custody at a specific custodian and highlights less‑common services and strategies — including concierge hourly services, box‑spread financing options, and the recommendation or use of private and interval funds — each of which may raise additional liquidity, complexity, or conflict‑of‑interest considerations for prospective clients.