Connor Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$46,826,000
Clients
31
71% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
31
TypicalAverage account size
$1,510,516
About
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.
Client services
Financial planning
Portfolio management
Expertise
Real estate investing
Private / alternative investments
Options & derivatives strategies
Fee options
Financial Planning fees range from up to $1,500 for simple plans to generally up to $5,000 or more for complex plans
Commissions earned on sales of variable annuity products through Purshe Kaplan Sterling Investments (PKS), not used to offset advisory fees
Account minimum: $500,000 Minimum fee: $5,000 annual minimum fee if account is below $500,000
Main office location
Connor Capital Management, LLC
8300 Boone Blvd., Suite 500
Vienna VA 22182, United States
Number of offices
1
Most active in
Connor Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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