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Affinius Capital LLC
Filed as AFFINIUS CAPITAL LLC · Legal name Affinius Capital Advisors LLC
Affinius Capital LLC is an SEC-registered investment advisory firm in San Antonio, TX, registered since 2021, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 24, 2026.
Quick answers
From the filingHow is Affinius Capital LLC compensated?
On its Form ADV (Item 5.E, October 2026), Affinius Capital LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.
Where is Affinius Capital LLC located?
Affinius Capital LLC's principal office is in San Antonio, TX, according to its Form ADV; the September 2026 filing also lists 8 other offices (Schedule D, Section 1.F).
Is Affinius Capital LLC registered with the SEC or a state?
Affinius Capital LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 316030.
How much does Affinius Capital LLC manage?
Affinius Capital LLC reports $30,435,991,994 in regulatory assets under management in its Form ADV filing dated August 24, 2026 (68% discretionary).
How have Affinius Capital LLC's assets and staff changed since 2022?
In the Form ADV data for Affinius Capital LLC: Regulatory assets under management: $13,028,581,428 in the October 2022 data and $30,435,991,994 in the October 2026 data, up 134%. Total employees: 293 in October 2022 and 298 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Affinius Capital LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (100); insurance companies (6); other (5).
Does Affinius Capital 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/316030
What changed in Affinius Capital LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 279 to 273. Regulatory assets under management went from $19,475,967,246 to $31,105,860,115 (+60%). Changed its office addresses in Atlanta, GA. Changed its office addresses in London.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$30,435,991,994 as of October 2026, filing dated August 24, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- Affinius Capital Advisors LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (4 years)
- Employees
- Total: 298. Performing investment advisory functions: 273.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
8 other offices, as of the September 2026 filing
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $30,435,991,994 | 298 | August 24, 2026 |
| October 2025 | $19,475,967,246 | 301 | May 13, 2025 |
| October 2024 | $18,545,478,538 | 304 | May 16, 2024 |
| October 2023 | $19,889,331,309 | 307 | May 30, 2023 |
| October 2022 | $13,028,581,428 | 293 | August 29, 2022 |
Regulatory assets under management: $13,028,581,428 in the October 2022 data and $30,435,991,994 in the October 2026 data, up 134%.
Total employees: 293 in October 2022 and 298 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 279 to 273.
- Regulatory assets under management went from $19,475,967,246 to $31,105,860,115 (+60%).
- Changed its office addresses in Atlanta, GA.
- Changed its office addresses in London.
- January 2026
- No longer registered or notice-filed in MD, VA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Affinius Capital LLC (CRD 316030): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/affinius-capital-llc-san-antonio-tx-316030