{
  "crd_number": 316030,
  "slug": "affinius-capital-llc-san-antonio-tx-316030",
  "primary_business_name": "AFFINIUS CAPITAL LLC",
  "legal_name": "AFFINIUS CAPITAL ADVISORS LLC",
  "dbas": [],
  "city": "San Antonio",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "41700",
  "metro": {
    "cbsa_code": "41700",
    "common_name": "San Antonio",
    "msa_name": "San Antonio-New Braunfels, TX",
    "path": "/advisors/tx/san-antonio"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-10-22",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-08-24",
  "carried_forward": false,
  "raum_total": 30435991994.0,
  "raum_discretionary": 20566015631.0,
  "raum_non_discretionary": 9869976363.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 298,
  "advisory_employees": 273,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 879137191.0,
      "count": 5,
      "description": "NONPROFIT CORPORATION SEPARATELY MANAGED ACCOUNTS"
    },
    "banking_thrift": {
      "raum": 185973000.0,
      "count": null,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 3082297788.0,
      "count": 6
    },
    "pooled_investment_vehicles": {
      "raum": 26288584015.0,
      "count": 100
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "GA",
    "IL",
    "NY",
    "TX"
  ],
  "websites": [
    "https://affiniuscapital.com",
    "https://linkedin.com/company/affiniuscapital"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/316030",
  "city_as_filed": "SAN ANTONIO",
  "url": "https://advisorcensus.com/firm/affinius-capital-llc-san-antonio-tx-316030",
  "display_name": "Affinius Capital LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Affinius Capital LLC (CRD 316030): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Affinius Capital LLC compensated?",
      "a": "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."
    },
    {
      "q": "Where is Affinius Capital LLC located?",
      "a": "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)."
    },
    {
      "q": "Is Affinius Capital LLC registered with the SEC or a state?",
      "a": "Affinius Capital LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 316030."
    },
    {
      "q": "How much does Affinius Capital LLC manage?",
      "a": "Affinius Capital LLC reports $30,435,991,994 in regulatory assets under management in its Form ADV filing dated August 24, 2026 (68% discretionary)."
    },
    {
      "q": "How have Affinius Capital LLC's assets and staff changed since 2022?",
      "a": "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."
    },
    {
      "q": "What types of clients does Affinius Capital LLC serve?",
      "a": "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)."
    },
    {
      "q": "Does Affinius Capital 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/316030"
    },
    {
      "q": "What changed in Affinius Capital LLC's recent Form ADV filings?",
      "a": "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."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 13028581428.0,
      "total_employees": 293,
      "filing_date": "2022-08-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 19889331309.0,
      "total_employees": 307,
      "filing_date": "2023-05-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 18545478538.0,
      "total_employees": 304,
      "filing_date": "2024-05-16"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 19475967246.0,
      "total_employees": 301,
      "filing_date": "2025-05-13"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 30435991994.0,
      "total_employees": 298,
      "filing_date": "2026-08-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in MD, VA."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/affinius-capital-llc-san-antonio-tx-316030.md",
  "clients": [
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": 185973000.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 100,
      "fewer_than_5": false,
      "raum": 26288584015.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 6,
      "fewer_than_5": false,
      "raum": 3082297788.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 5,
      "fewer_than_5": false,
      "raum": 879137191.0
    }
  ],
  "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/316030",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}