Walkner Condon Financial Advisors Llc
- Regulatory AUM
- $1.0B
- Discretionary
- $969M
- Clients
- 805
- Avg AUM / client
- $1.3M
- Accounts
- 3,164
- Employees
- 18
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 472 | $268M | 26.0% |
| High net worth individuals | 327 | $758M | 73.5% |
| Charitable organizations | 4 | $3.7M | 0.36% |
| Corporations and other businesses | 2 | $1.6M | 0.16% |
People (17)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Clinton Thomas Walkner | Managing Member/Chief Compliance Officer | Jan 2012 (15y) | 25% – 50% | |
| Nathan Michael Condon | Managing Member | Jan 2012 (15y) | 25% – 50% | |
| Mitchell T De Witt | Minority Owner | CFP | Jan 2018 (9y) | 5% – 10% |
| Keith Alan Poniewaz | Minority Owner | Jan 2019 (8y) | 5% – 10% | |
| Richard Stanton Farmer | Minority Owner | CFP | Sep 2020 (6y) | 10% – 25% |
| Sylvain Ernest Michelin | Minority Owner | CFA | Sep 2020 (6y) | 5% – 10% |
| Paulina Hadley Price | Registered representative | Jul 2022 (4y) | ||
| Alicia Nora Vande Ven | Registered representative | CFP | Oct 2022 (4y) | |
| Mary Jo Staniszewski | Registered representative | May 2023 (3y) | ||
| Evan Waltz | Registered representative | CFP | Feb 2024 (2y) | |
| Andrew J Klein | Registered representative | Jul 2024 (2y) | ||
| Tahlia Marie Micoley | Registered representative | Nov 2024 (2y) | ||
| Ian Beardsley | Registered representative | Jan 2025 (2y) | ||
| Brady Daniel Storhoff | Registered representative | Mar 2025 (1y) | ||
| Andrew Timothy King | Registered representative | CFP | Jul 2025 (1y) | |
| Felipe Nicolas Quaassdorff Molina | Registered representative | CFA | Jan 2026 (1y) | |
| Kimberly Meng Young Liu | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/01/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $894M (87% of AUM) Jun 2026
- Interactive Brokers $29.7M (6% of AUM) Aug 2022
- Mtg, Llc $1.0M (1% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 01, 2026.
View current Form ADV (SEC/IAPD) ↗