Jonathan Kliment
Condor Capital Wealth Management · Martinsville, New Jersey
Jonathan Kliment is a fee-only financial advisor at Condor Capital Wealth Management in Martinsville, New Jersey. Condor Capital Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Jonathan →
Facts
| Firm | Condor Capital Wealth Management |
|---|---|
| Based in | Martinsville, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.18B across 4,039 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 8077534 |
| Exams passed | Series 65 (2025) |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | www.condorcapital.com |
How Jonathan'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).
Request an introduction to Jonathan
Tell Jonathan a little about what you're looking for. Jonathan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jonathan
Is Jonathan Kliment a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan 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 Jonathan charge for financial advice?
Jonathan's firm, Condor Capital Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jonathan Kliment based?
Jonathan Kliment is based in Martinsville, New Jersey.
Is Jonathan Kliment registered with the SEC?
Yes. Jonathan Kliment is registered as an investment adviser representative in NJ (CRD 8077534), 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 Jonathan Kliment?
Through Jonathan's website, www.condorcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Martinsville
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.
See something wrong? Request a correction. Read our methodology.