Connor Capital Management, LLC

Connor Capital Management serves individuals, trusts, foundations, pensions and corporations by providing personalized financial planning and investment management. As of February 23, 2026 the firm reports approximately $46.8 million in client assets across 60 accounts, and it manages client portfolios on a non‑discretionary basis.

The firm develops individualized asset‑allocation guidelines through client interviews and implements portfolios using a mix of mutual funds, equities, bonds, ETFs, options and occasional private placements, relying primarily on fundamental research with occasional technical analysis. Because accounts are managed non‑discretionarily, the adviser proposes changes and executes trades only after client approval, and financial planning often involves multigenerational engagement when appropriate.

Operationally, the firm is notable for sponsoring a wrap fee program and for maintaining broker‑dealer and insurance affiliations — it has registered‑representative status with Purshe Kaplan Sterling Investments and is licensed to sell insurance and annuity products, which are excluded from its AUM fee calculations. The brochure discloses the resulting potential conflicts of interest and describes mitigation measures including a Code of Ethics, client disclosures, and periodic comparisons of wrap versus non‑wrap client outcomes.