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AFFINIUS CAPITAL LLC

AFFINIUS CAPITAL ADVISORS LLC

CRD 316030 · SEC 801-122540

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9830 COLONNADE BLVD., SUITE 600, SAN ANTONIO, TX, 78230, United States

Phone

800-531-8182

Fax

210-855-1854

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$31.11B

Discretionary AUM

$21.25B

Team

298 total employees; 273 advisory reps; 20 broker-dealer reps

Clients

Fees

Percentage of AUM; Performance-based fees; SEE SCHEDULE D - MISCELLANEOUS

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Pooled investment vehicles100$26.37B
Insurance companies6$3.08B

States served

CA, GA, IL, NY, TX

All web addresses on file

Official SEC filing: View on IAPD