# Affinity Investment Group, LLC

> Affinity Investment Group, LLC is an SEC-registered investment advisory firm in Exeter, NH, registered since 2002, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 9, 2026.

- CRD: 117191
- Filed as: AFFINITY INVESTMENT GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Exeter, NH
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/117191
- AdvisorCensus page: https://advisorcensus.com/firm/affinity-investment-group-llc-exeter-nh-117191

## Quick answers

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

**Where is Affinity Investment Group, LLC located?**
Affinity Investment Group, LLC's principal office is in Exeter, NH, according to its Form ADV; the October 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

**Is Affinity Investment Group, LLC registered with the SEC or a state?**
Affinity Investment Group, LLC is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 117191.

**How much does Affinity Investment Group, LLC manage?**
Affinity Investment Group, LLC reports $595,103,964 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (91% discretionary).

**How have Affinity Investment Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Affinity Investment Group, LLC: Regulatory assets under management: $336,884,689 in the October 2021 data and $595,103,964 in the October 2026 data, up 77%. Total employees: 6 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Affinity Investment Group, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (239); individuals (other than high net worth individuals) (222); pension and profit sharing plans (but not the plan participants or government pension plans) (10).

**Which custodians does Affinity Investment Group, LLC use?**
Affinity Investment Group, 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 Investment Group, 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/117191

**What changed in Affinity Investment Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 3. Regulatory assets under management went from $515,273,568 to $595,103,964 (+15%). Changed its office addresses in Concord, NH.

## From the Form ADV filing

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

### 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: $595,103,964
- Discretionary: $541,065,988
- Non-discretionary: $54,037,976

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 222 | $74,377,458 |
| High net worth individuals | 239 | $483,691,629 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $12,436,624 |
| Charitable organizations | Fewer than 5 | $21,830,911 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,767,342 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2002 (24 years)
- Employees: 9 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA, ME, NC, NH, TX, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Bedford, NH
- Concord, NH
- Nashua, NH
- North Andover, MA

### Websites listed on Form ADV (Item 1.I)
- affinityinvestmentgroup.com
- Facebook @affinity.investment.group.llc
- LinkedIn @76103497
- YouTube @affinityinvestmentgroupllc3085

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $336,884,689 | 6 | April 13, 2021 |
| October 2022 | $415,137,923 | 7 | January 31, 2022 |
| October 2023 | $368,146,666 | 7 | September 26, 2023 |
| October 2024 | $444,910,598 | 8 | July 9, 2024 |
| October 2025 | $515,273,568 | 7 | March 17, 2025 |
| October 2026 | $595,103,964 | 9 | September 9, 2026 |

Regulatory assets under management: $336,884,689 in the October 2021 data and $595,103,964 in the October 2026 data, up 77%.
Total employees: 6 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 3.
- Regulatory assets under management went from $515,273,568 to $595,103,964 (+15%).
- Changed its office addresses in Concord, NH.

### December 2025
- Registered or notice-filed in NC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Affinity Investment Group, LLC (CRD 117191): Form ADV filing data as of October 2026.