← Back to searchVisit website
AFFINITY CAPITAL ADVISORS LLC
CRD 166226 · SEC 801-81133
825 PAGE STREET, BERKELEY, CA, 94710, United States
Phone
510-984-0261
Fax
510-217-3700
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$851.3M
Discretionary AUM
$632.6M
Team
11 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 325 | $127.8M |
| High net worth individuals | 206 | $712.4M |
| Pension/profit sharing plans | 11 | $4.1M |
| Charitable organizations | 1 | $3.0M |
| Corporations/business entities | 4 | $4.0M |
States served
CA, CO, LA, MA, NE, NV, NY, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD