Hedge Fund Database

WALKNER CONDON FINANCIAL ADVISORS LLC

Adviser information for WALKNER CONDON FINANCIAL ADVISORS LLC last updated from Form ADV on January 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Wisconsin, United States

Employees

Total Number of Employees 11
Investment Advisory/Research 9
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 9
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,035 $570.8M
Non-Discretionary 277 $62.7M
Total 2,312 $633.5M

Clients

Type Number RAUM
Individuals 308 $112.4M
HNW Individuals 281 $519.2M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations <5 $1.6M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $189,789
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 18
No. of Financial Planning Clients 500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-114882
SEC ERA File Number 801-114882
SEC CIK Numbers 1817494
SEC CRD Numbers 160109
Legal Entity Identifier None

Principal Office

3418 MONROE STREET
MADISON
WI
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: 608-234-4127, Fax: N/A

Websites

www.youtube.com/channel/ucopp1k97txdf1a0e1qksgrq www.walknercondon.com www.facebook.com/walknercondon www.twitter.com/walknercondon www.linkedin.com/company/walkner-condon-financial-advisors-llc/ www.instagram.com/walknercondon/?hl=en usexpatinesting.com

Chief Compliance Officer

CLINTON T. WALKNER
MEMBER
3418 MONROE STREET
MADISON
WI
United States
Tel: 608-234-4127
(Full email address available in API data)

Regulatory Contact

NATHAN CONDON
MEMBER
3418 MONROE STREET
MADISON
WI
United States
Tel: 608-234-4127
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
WALKNER, CLINTON, THOMAS Individual – MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 01/2012 25-50%
CONDON, NATHAN, MICHAEL Individual – MANAGING MEMBER 01/2012 25-50%
FARMER, RICHARD, STANTON Individual – MINORITY OWNER 11/2021 10-25%
PONIEWAZ, KEITH, Alan Individual – MINORITY OWNER 11/2021 5-10%
Michelin, Sylvain, Ernest Individual – MINORITY OWNER 11/2021 5-10%
DeWitt, Mitchell, T Individual – MINORITY OWNER 11/2021 5-10%

No. Employees, Historic

2010020192020202120222023202420255 on 11/14/20195 on 2/7/20205 on 5/13/20207 on 9/8/20207 on 9/11/20208 on 11/17/20208 on 3/1/20218 on 3/11/20217 on 3/14/20217 on 10/25/20217 on 11/5/20219 on 3/23/20229 on 8/2/202211 on 2/8/202311 on 8/30/202311 on 11/15/202311 on 12/7/202311 on 1/19/2024

RAUM, Historic

700M350M02019202020212022202320242025108848007 on 11/14/2019137228929 on 2/7/2020137228929 on 5/13/2020137228929 on 9/8/2020137228929 on 9/11/2020137228929 on 11/17/2020137228929 on 3/1/2021336086017 on 3/11/2021336086017 on 3/14/2021336086017 on 10/25/2021336086017 on 11/5/2021459235563 on 3/23/2022459235563 on 8/2/2022486677461 on 2/8/2023486677461 on 8/30/2023486677461 on 11/15/2023486677461 on 12/7/2023633471205 on 1/19/2024

No. Clients, Historic

60030002019202020212022202320242025225 on 11/14/2019307 on 2/7/2020307 on 5/13/2020307 on 9/8/2020307 on 9/11/2020307 on 11/17/2020307 on 3/1/2021417 on 3/11/2021417 on 3/14/2021417 on 10/25/2021417 on 11/5/2021464 on 3/23/2022464 on 8/2/2022542 on 2/8/2023542 on 8/30/2023542 on 11/15/2023542 on 12/7/2023592 on 1/19/2024

Holdings

From latest 13F, filed August 9th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 291K 2K –
ABRDN ETFS BBRG ALL COMD K1 697K 34K –
ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET 2M 16K –
ADVANCED MICRO DEVICES INC COM 292K 2K –
ALPHABET INC CAP STK CL A 4M 19K –
ALPHABET INC CAP STK CL C 3M 15K –
ALTRIA GROUP INC COM 221K 5K –
AMAZON COM INC COM 2M 11K –
AMERICAN EXPRESS CO COM 361K 2K –
AMGEN INC COM 399K 1K –
APPLE INC COM 12M 57K –
ARM HOLDINGS PLC SPONSORED ADS 401K 2K –
AT&T INC COM 221K 12K –
BANK AMERICA CORP COM 307K 8K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 719K 2K –
BITWISE BITCOIN ETF TR SHS BEN INT 436K 13K –
BROADCOM INC COM 541K 337 –
CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI 396K 13K –
CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI 419K 16K –
CAPITAL ONE FINL CORP COM 220K 2K –
CATERPILLAR INC COM 274K 823 –
CHEVRON CORP NEW COM 381K 2K –
CISCO SYS INC COM 269K 6K –
COCA COLA CO COM 253K 4K –
COLUMBIA ETF TR I DIVERSIFID FXD 280K 16K –
COSTCO WHSL CORP NEW COM 3M 3K –
DELL TECHNOLOGIES INC CL C 223K 2K –
DIMENSIONAL ETF TRUST US REAL ESTATE E 478K 22K –
ELI LILLY & CO COM 720K 797 –
ETF SER SOLUTIONS US DIVERSIFIED 341K 11K –
EXACT SCIENCES CORP COM 357K 8K –
EXXON MOBIL CORP COM 2M 14K –
FERRARI N V COM 204K 500 –
FIDELITY COVINGTON TRUST MSCI INFO TECH I 965K 6K –
FIRST TR EXCH TRADED FD III EME MRK BD ETF 1M 39K –
FIRST TR EXCH TRADED FD III RIVRFRNT DYN DEV 398K 6K –
FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 497K 25K –
FIRST TR EXCHANGE TRAD FD VI ALT ABSLT STRG 3M 93K –
FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 311K 13K –
FIRST TR EXCHANGE TRADED FD INDXX NAT RE ETF 211K 16K –
FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 455K 4K –
FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 14M 161K –
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 291K 1K –
FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 762K 19K –
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 10M 204K –
FIRST TR EXCHANGE-TRADED FD LIMITED DURATION 237K 13K –
FIRST TR EXCHANGE-TRADED FD LNG DUR OPRTUN 8M 395K –
FIRST TR EXCHANGE-TRADED FD MANAGD MUN ETF 352K 7K –
FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 712K 21K –
FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 6M 104K –
FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 587K 13K –
FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 915K 27K –
FIRST TR EXCHANGE-TRADED FD WTR ETF 456K 5K –
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 7M 276K –
FIRST TR EXCHNG TRADED FD VI FT VEST US 575K 14K –
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 1M 28K –
FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 6M 233K –
FIRST TR LRG CP VL ALPHADEX COM SHS 295K 4K –
FIRST TR LRGE CP CORE ALPHA COM SHS 545K 6K –
FIRST TR VALUE LINE DIVID IN SHS 201K 5K –
FIRST TRUST LRGCP GWT ALPHAD COM SHS 470K 4K –
FLEXSHARES TR MORNSTAR UPSTR 5M 128K –
GILEAD SCIENCES INC COM 213K 3K –
GINKGO BIOWORKS HOLDINGS INC CL A SHS 7K 22K –
GLOBAL X FDS GLOBAL X URANIUM 513K 18K –
GLOBAL X FDS GLOBX SUPDV US 311K 18K –
GOLDMAN SACHS GROUP INC COM 253K 560 –
GRAYSCALE BITCOIN TR BTC SHS REP COM UT 207K 4K –
HOME DEPOT INC COM 467K 1K –
INTERNATIONAL BUSINESS MACHS COM 439K 3K –
INTUIT COM 238K 361 –
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 1M 76K –
INVESCO EXCH TRADED FD TR II INTL CORP BD 1M 58K –
INVESCO QQQ TR UNIT SER 1 1M 3K –
ISHARES GOLD TR ISHARES NEW 2M 43K –
ISHARES INC CORE MSCI EMKT 408K 8K –
ISHARES INC JP MORGAN EM ETF 899K 25K –
ISHARES INC MSCI GBL MIN VOL 204K 2K –
ISHARES INC MSCI GLB SLV&MTL 643K 56K –
ISHARES SILVER TR ISHARES 277K 10K –
ISHARES TR 0-5YR HI YL CP 334K 8K –
ISHARES TR 20 YR TR BD ETF 243K 3K –
ISHARES TR 3 7 YR TREAS BD 508K 4K –
ISHARES TR CORE DIV GRWTH 1M 24K –
ISHARES TR CORE HIGH DV ETF 2M 15K –
ISHARES TR CORE MSCI EURO 1M 25K –
ISHARES TR CORE MSCI PAC 359K 6K –
ISHARES TR CORE S&P MCP ETF 2M 39K –
ISHARES TR CORE S&P SCP ETF 1M 10K –
ISHARES TR CORE S&P TTL STK 2M 15K –
ISHARES TR CORE S&P500 ETF 17M 32K –
ISHARES TR EAFE SML CP ETF 859K 14K –
ISHARES TR EGSADVNCDMSCI EM 1M 35K –
ISHARES TR ESG ADV TTL USD 371K 9K –
ISHARES TR ESG ADVNCD HY BD 1M 30K –
ISHARES TR ESG AW MSCI EAFE 635K 8K –
ISHARES TR ESG AWARE MSCI 599K 16K –
ISHARES TR ESG AWR MSCI USA 751K 6K –
ISHARES TR ESG AWR US AGRGT 309K 7K –
ISHARES TR ESG EAFE ETF 3M 46K –
ISHARES TR ESG MSCI USA ETF 5M 104K –
ISHARES TR GL CLEAN ENE ETF 623K 47K –
ISHARES TR GLOBAL ENERG ETF 495K 12K –
ISHARES TR INTL DIV GRWTH 348K 5K –
ISHARES TR MSCI EMG MKT ETF 227K 5K –
ISHARES TR MSCI INDIA ETF 377K 7K –
ISHARES TR MSCI KLD400 SOC 474K 5K –
ISHARES TR MSCI UK ETF NEW 248K 7K –
ISHARES TR MSCI USA ESG SLC 603K 5K –
ISHARES TR MSCI USA VALUE 675K 7K –
ISHARES TR RUS 1000 GRW ETF 943K 3K –
ISHARES TR RUS 1000 VAL ETF 695K 4K –
ISHARES TR RUSSELL 2000 ETF 3M 15K –
ISHARES TR SHORT TREAS BD 202K 2K –
ISHARES TR SHRT NAT MUN ETF 3M 25K –
ISHARES TR TIPS BD ETF 246K 2K –
ISHARES TR USD GRN BOND ETF 1M 23K –
J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 12M 253K –
J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT 227K 4K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 7M 118K –
J P MORGAN EXCHANGE TRADED F HIGH YIELD MUNI 446K 9K –
J P MORGAN EXCHANGE TRADED F INCOME ETF 547K 12K –
J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 2M 31K –
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 948K 17K –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 5M 99K –
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 927K 18K –
JOHNSON & JOHNSON COM 398K 3K –
JPMORGAN CHASE & CO. COM 560K 3K –
LIGHTWAVE LOGIC INC COM 66K 22K –
LISTED FD TR WAHED FTSE ETF 406K 8K –
MANAGED PORTFOLIO SERIES ECOFIN GBL WATER 395K 9K –
MASTERCARD INCORPORATED CL A 324K 734 –
MCDONALDS CORP COM 334K 1K –
MERCK & CO INC COM 546K 4K –
META PLATFORMS INC CL A 1M 2K –
MICROSOFT CORP COM 8M 18K –
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 146K 14K –
MIZUHO FINANCIAL GROUP INC SPONSORED ADR 91K 22K –
NETFLIX INC COM 452K 670 –
NUSHARES ETF TR NUVEEN ESG EMRGN 346K 12K –
NUSHARES ETF TR NUVEEN ESG INTL 521K 17K –
NUSHARES ETF TR NUVEEN ESG LRGCP 747K 9K –
NUSHARES ETF TR NUVEEN ESG LRGVL 634K 17K –
NUSHARES ETF TR NUVEEN ESG SMLCP 1M 36K –
NUSHARES ETF TR NUVEEN ESG US 707K 32K –
NVIDIA CORPORATION COM 5M 41K –
ORACLE CORP COM 247K 2K –
PEPSICO INC COM 290K 2K –
PIMCO ETF TR ENHANCD SHORT 1M 12K –
PIMCO ETF TR MULTISECTOR BD 2M 73K –
PROCTER AND GAMBLE CO COM 534K 3K –
QUALCOMM INC COM 305K 2K –
SALESFORCE INC COM 538K 2K –
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 2M 58K –
SCHWAB STRATEGIC TR FUNDAMENTAL US L 244K 4K –
SCHWAB STRATEGIC TR INTL EQTY ETF 208K 5K –
SCHWAB STRATEGIC TR INTL SCEQT ETF 1M 32K –
SCHWAB STRATEGIC TR INT-TRM U.S TRES 5M 97K –
SCHWAB STRATEGIC TR SHT TM US TRES 2M 42K –
SCHWAB STRATEGIC TR US BRD MKT ETF 434K 7K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 1M 13K –
SCHWAB STRATEGIC TR US LCAP GR ETF 223K 2K –
SCHWAB STRATEGIC TR US LRG CAP ETF 7M 110K –
SCHWAB STRATEGIC TR US MID-CAP ETF 214K 3K –
SCHWAB STRATEGIC TR US REIT ETF 908K 45K –
SCHWAB STRATEGIC TR US SML CAP ETF 548K 12K –
SCHWAB STRATEGIC TR US TIPS ETF 800K 15K –
SELECT SECTOR SPDR TR RL EST SEL SEC 290K 8K –
SELECT SECTOR SPDR TR TECHNOLOGY 241K 1K –
SOFI TECHNOLOGIES INC COM 222K 34K –
SOUTHERN CO COM 333K 4K –
SPDR DOW JONES INDL AVERAGE UT SER 1 490K 1K –
SPDR GOLD TR GOLD SHS 2M 10K –
SPDR INDEX SHS FDS MSCI ACWI EXUS 4M 135K –
SPDR INDEX SHS FDS MSCI EAFE STRTGC 648K 9K –
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 17M 483K –
SPDR INDEX SHS FDS PORTFOLIO EMG MK 12M 323K –
SPDR INDEX SHS FDS S&P INTL SMLCP 3M 99K –
SPDR S&P 500 ETF TR TR UNIT 6M 12K –
SPDR SER TR BLOOMBERG 1 10 Y 330K 18K –
SPDR SER TR BLOOMBERG 1-3 MO 590K 6K –
SPDR SER TR BLOOMBERG EMERGI 1M 54K –
SPDR SER TR BLOOMBERG EMG MK 673K 28K –
SPDR SER TR BLOOMBERG HIGH Y 2M 25K –
SPDR SER TR BLOOMBERG INTL T 2M 70K –
SPDR SER TR BLOOMBERG SHORT 4M 173K –
SPDR SER TR PORTFLI HIGH YLD 229K 10K –
SPDR SER TR PORTFOLIO AGRGTE 1M 53K –
SPDR SER TR PORTFOLIO LN TSR 2M 65K –
SPDR SER TR PORTFOLIO S&P400 6M 109K –
SPDR SER TR PORTFOLIO S&P500 24M 371K –
SPDR SER TR PORTFOLIO S&P600 7M 170K –
SPDR SER TR PRTFLO S&P500 HI 646K 16K –
SPDR SER TR PRTFLO S&P500 VL 205K 4K –
SPDR SER TR S&P DIVID ETF 548K 4K –
SPDR SER TR S&P OILGAS EXP 285K 2K –
SSGA ACTIVE ETF TR BLACKSTONE SENR 280K 7K –
SSGA ACTIVE ETF TR ULT SHT TRM BD 284K 7K –
SSGA ACTIVE TR SPDR SSGA FXD 1M 46K –
T ROWE PRICE ETF INC CAP APPRECIATION 1M 38K –
T ROWE PRICE ETF INC PRICE GRW STOCK 533K 14K –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 234K 1K –
TESLA INC COM 572K 3K –
UNITEDHEALTH GROUP INC COM 394K 773 –
US BANCORP DEL COM NEW 3M 88K –
VALERO ENERGY CORP COM 386K 2K –
VANECK ETF TRUST RARE EARTH AND S 1M 29K –
VANECK ETF TRUST SHRT HGH YLD MUN 322K 14K –
VANECK MERK GOLD TR GOLD TRUST 965K 43K –
VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 647K 7K –
VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 473K 5K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 2M 27K –
VANGUARD INDEX FDS EXTEND MKT ETF 336K 2K –
VANGUARD INDEX FDS GROWTH ETF 2M 5K –
VANGUARD INDEX FDS LARGE CAP ETF 382K 2K –
VANGUARD INDEX FDS MID CAP ETF 6M 24K –
VANGUARD INDEX FDS REAL ESTATE ETF 1M 17K –
VANGUARD INDEX FDS S&P 500 ETF SHS 13M 26K –
VANGUARD INDEX FDS SM CP VAL ETF 2M 14K –
VANGUARD INDEX FDS SMALL CP ETF 5M 25K –
VANGUARD INDEX FDS TOTAL STK MKT 2M 7K –
VANGUARD INDEX FDS VALUE ETF 903K 6K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 310K 5K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 5M 110K –
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 12M 179K –
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 7M 88K –
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 4M 30K –
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 2M 55K –
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 226K 2K –
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 5M 77K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 609K 8K –
VANGUARD SCOTTSDALE FDS LONG TERM TREAS 846K 15K –
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 287K 6K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 3M 40K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 2M 12K –
VANGUARD STAR FDS VG TL INTL STK F 287K 5K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 6M 118K –
VANGUARD WELLINGTON FD US MULTIFACTOR 2M 19K –
VANGUARD WELLINGTON FD US QUALITY 317K 2K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 1M 12K –
VANGUARD WHITEHALL FDS INTL DVD ETF 3M 41K –
VANGUARD WHITEHALL FDS INTL HIGH ETF 4M 58K –
VANGUARD WORLD FD ENERGY ETF 264K 2K –
VANGUARD WORLD FD ESG US STK ETF 253K 3K –
VANGUARD WORLD FD INF TECH ETF 247K 429 –
VEEVA SYS INC CL A COM 1M 8K –
VERIZON COMMUNICATIONS INC COM 209K 5K –
VISA INC COM CL A 341K 1K –
WALMART INC COM 320K 5K –
WISDOMTREE TR FLOATNG RAT TREA 2M 42K –
WISDOMTREE TR MORTGAGE PLUS BD 228K 5K –
WISDOMTREE TR US LARGECAP FUND 329K 6K –
WISDOMTREE TR US QTLY DIV GRT 290K 4K –
WISDOMTREE TR YIELD ENHANCD US 402K 9K –
WORLD GOLD TR SPDR GLD MINIS 4M 77K –