{
  "crd_number": 285169,
  "slug": "affinity-wealth-llc-canton-oh-285169",
  "primary_business_name": "AFFINITY WEALTH LLC",
  "legal_name": "AFFINITY WEALTH LLC",
  "dbas": [
    "THE AFFINITY GROUP"
  ],
  "city": "Canton",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "15940",
  "metro": {
    "cbsa_code": "15940",
    "common_name": "Canton",
    "msa_name": "Canton-Massillon, OH",
    "path": "/advisors/oh/canton"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-11-29",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-08-11",
  "carried_forward": false,
  "raum_total": 217543050.0,
  "raum_discretionary": 203342709.0,
  "raum_non_discretionary": 14200341.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 72951279.0,
      "count": 217
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 14200341.0,
      "count": 10
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 130391430.0,
      "count": 90
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "OH",
    "TN",
    "TX"
  ],
  "websites": [
    "https://tagplanning.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285169",
  "city_as_filed": "CANTON",
  "url": "https://advisorcensus.com/firm/affinity-wealth-llc-canton-oh-285169",
  "display_name": "Affinity Wealth LLC",
  "summary": "Affinity Wealth LLC is an SEC-registered investment advisory firm in Canton, OH, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 11, 2026.",
  "citation": "AdvisorCensus. Affinity Wealth LLC (CRD 285169): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Affinity Wealth LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Affinity Wealth LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Affinity Wealth LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated August 11, 2026 states: Subscription: $300 a month (Total Wealth Management). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Affinity Wealth LLC located?",
      "a": "Affinity Wealth LLC's principal office is in Canton, OH, according to its Form ADV."
    },
    {
      "q": "Is Affinity Wealth LLC registered with the SEC or a state?",
      "a": "Affinity Wealth LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 285169."
    },
    {
      "q": "How much does Affinity Wealth LLC manage?",
      "a": "Affinity Wealth LLC reports $217,543,050 in regulatory assets under management in its Form ADV filing dated August 11, 2026 (93% discretionary)."
    },
    {
      "q": "How have Affinity Wealth LLC's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Affinity Wealth LLC: Regulatory assets under management: $166,970,916 in the October 2025 data and $217,543,050 in the October 2026 data, up 30%. Total employees: 6 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Affinity Wealth LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (217); high net worth individuals (90); pension and profit sharing plans (but not the plan participants or government pension plans) (10)."
    },
    {
      "q": "Which custodians does Affinity Wealth LLC use?",
      "a": "Affinity Wealth LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC, Capital Group, Inc., Nationwide Investment Services Corporation and SEI Investments Distribution Co. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Affinity Wealth LLC report any disciplinary disclosures?",
      "a": "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/285169"
    },
    {
      "q": "What changed in Affinity Wealth LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Registered or notice-filed in TX."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 166970916.0,
      "total_employees": 6,
      "filing_date": "2025-03-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 217543050.0,
      "total_employees": 5,
      "filing_date": "2026-08-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Registered or notice-filed in TX."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Employees performing advisory functions went from 1 to 2.",
        "Regulatory assets under management went from $166,970,916 to $217,543,050 (+30%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in TN."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 11, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $300 a month (Total Wealth Management)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $300 a month (Total Wealth Management)"
        ],
        "quotes": [
          "The monthly renewable retainer for new clients engaging our firm as a TWM client starts at $300 per month and goes up based upon services desired, complexity of the client’s situation, and estimated annual time commitment needed by AW."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": 300.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "Total Wealth Management"
        }
      ]
    },
    "quotes": [
      "The monthly renewable retainer for new clients engaging our firm as a TWM client starts at $300 per month and goes up based upon services desired, complexity of the client’s situation, and estimated annual time commitment needed by AW."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Altruist Financial LLC",
      "name_as_filed": "ALTRUIST FINANCIAL LLC",
      "affiliated": false
    },
    {
      "name": "Capital Group, Inc.",
      "name_as_filed": "CAPITAL GROUP, INC.",
      "affiliated": false
    },
    {
      "name": "Nationwide Investment Services Corporation",
      "name_as_filed": "NATIONWIDE INVESTMENT SERVICES CORPORATION",
      "affiliated": false
    },
    {
      "name": "SEI Investments Distribution Co.",
      "name_as_filed": "SEI INVESTMENTS DISTRIBUTION CO.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/affinity-wealth-llc-canton-oh-285169.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 217,
      "fewer_than_5": false,
      "raum": 72951279.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 90,
      "fewer_than_5": false,
      "raum": 130391430.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 14200341.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285169",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}