# Affinity Financial Solutions, LLC

> Affinity Financial Solutions, LLC is a state-registered investment advisory firm, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 171469
- Filed as: AFFINITY FINANCIAL SOLUTIONS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Connecticut
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/171469
- AdvisorCensus page: https://advisorcensus.com/firm/affinity-financial-solutions-llc-171469

## Quick answers

**How is Affinity Financial Solutions, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Affinity Financial Solutions, LLC reports these compensation arrangements: a percentage of assets under its management; commissions; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Affinity Financial Solutions, LLC registered with the SEC or a state?**
Affinity Financial Solutions, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 171469.

**How much does Affinity Financial Solutions, LLC manage?**
Affinity Financial Solutions, LLC reports $6,261,385 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**What types of clients does Affinity Financial Solutions, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (48).

**Does Affinity Financial Solutions, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/171469

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Commissions
- Other

### Regulatory assets under management (Item 5.F)
- Total: $6,261,385
- Discretionary: $6,261,385
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 48 | $5,602,888 |
| Charitable organizations | Fewer than 5 | $658,497 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (11 years)
- Employees: 0 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Affinity Financial Solutions, LLC (CRD 171469): Form ADV filing data as of October 2026.