# Affirmative Financial Services

> Affirmative Financial Services is a state-registered investment advisory firm in Jacksonville, FL, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 6, 2026.

- CRD: 174344
- Filed as: AFFIRMATIVE FINANCIAL SERVICES
- Legal name: Yamasaki, Dennis K
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Jacksonville, FL
- Filing period: October 2026
- Form ADV filing dated: April 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/174344
- AdvisorCensus page: https://advisorcensus.com/firm/affirmative-financial-services-jacksonville-fl-174344

## Quick answers

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

**Where is Affirmative Financial Services located?**
Affirmative Financial Services' principal office is in Jacksonville, FL, according to its Form ADV.

**Is Affirmative Financial Services registered with the SEC or a state?**
Affirmative Financial Services is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 174344.

**How much does Affirmative Financial Services manage?**
Affirmative Financial Services reports $1,668,000 in regulatory assets under management in its Form ADV filing dated April 6, 2026 (0% discretionary).

**What types of clients does Affirmative Financial Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5).

**Does Affirmative Financial Services 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/174344

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,668,000
- Discretionary: $0
- Non-discretionary: $1,668,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $1,668,000 |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Affirmative Financial Services (CRD 174344): Form ADV filing data as of October 2026.