David Goldstone
Condor Capital Wealth Management · Denver, Colorado
David Goldstone is a fee-only financial advisor at Condor Capital Wealth Management in Denver, Colorado, who holds the CFA credential. Condor Capital Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Condor Capital Wealth Management |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.18B across 4,039 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CO, NJ · CRD 5833273 |
| Exams passed | Series 66 (2010) |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | www.condorcapital.com |
How David's firm compares
- Condor Capital Wealth Management's average account is about $540,000, from its Form ADV (assets managed divided by 4,039 accounts).
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Questions about David
Is David Goldstone a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Condor Capital Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Condor Capital Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Goldstone based?
David Goldstone is based in Denver, Colorado.
What credentials does David Goldstone hold?
David Goldstone holds the CFA credential.
Is David Goldstone registered with the SEC?
Yes. David Goldstone is registered as an investment adviser representative in CO and NJ (CRD 5833273), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Condor Capital Wealth Management manage?
Condor Capital Wealth Management reports $2.18B across 4,039 accounts in assets under management.
How do I contact David Goldstone?
Through David's website, www.condorcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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