# Affinity Capital Advisors LLC

> Affinity Capital Advisors LLC is an SEC-registered investment advisory firm in Berkeley, CA, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 23, 2026.

- CRD: 166226
- Filed as: AFFINITY CAPITAL ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Berkeley, CA
- Filing period: October 2026
- Form ADV filing dated: July 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/166226
- AdvisorCensus page: https://advisorcensus.com/firm/affinity-capital-advisors-llc-berkeley-ca-166226

## Quick answers

**How is Affinity Capital Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Affinity Capital Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Affinity Capital Advisors LLC located?**
Affinity Capital Advisors LLC's principal office is in Berkeley, CA, according to its Form ADV.

**Is Affinity Capital Advisors LLC registered with the SEC or a state?**
Affinity Capital Advisors LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 166226.

**How much does Affinity Capital Advisors LLC manage?**
Affinity Capital Advisors LLC reports $851,336,597 in regulatory assets under management in its Form ADV filing dated July 23, 2026 (74% discretionary).

**How have Affinity Capital Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Affinity Capital Advisors LLC: Regulatory assets under management: $416,316,205 in the October 2021 data and $851,336,597 in the October 2026 data, up 104%. Total employees: 8 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Affinity Capital Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (325); high net worth individuals (206); pension and profit sharing plans (but not the plan participants or government pension plans) (11).

**Which custodians does Affinity Capital Advisors LLC use?**
Affinity Capital Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Affinity Capital Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/166226

**What changed in Affinity Capital Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $636,081,479 to $851,336,597 (+34%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $851,336,597
- Discretionary: $632,585,751
- Non-discretionary: $218,750,846

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 325 | $127,759,011 |
| High net worth individuals | 206 | $712,425,055 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 11 | $4,093,997 |
| Charitable organizations | 1 | $3,049,635 |
| Corporations or other businesses not listed above | 4 | $4,008,899 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 11 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, LA, MA, NE, NV, NY, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- affinitycapadv.com
- affinitycapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $416,316,205 | 8 | July 16, 2021 |
| October 2022 | $511,308,407 | 9 | May 23, 2022 |
| October 2023 | $445,318,221 | 7 | March 8, 2023 |
| October 2024 | $480,108,681 | 8 | July 1, 2024 |
| October 2025 | $636,081,479 | 9 | April 1, 2025 |
| October 2026 | $851,336,597 | 11 | July 23, 2026 |

Regulatory assets under management: $416,316,205 in the October 2021 data and $851,336,597 in the October 2026 data, up 104%.
Total employees: 8 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $636,081,479 to $851,336,597 (+34%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Affinity Capital Advisors LLC (CRD 166226): Form ADV filing data as of October 2026.