# The Affinity Group, LLC

> The Affinity Group, LLC is a state-registered investment advisory firm in Albany, NY, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 283819
- Filed as: THE AFFINITY GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Albany, NY
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/283819
- AdvisorCensus page: https://advisorcensus.com/firm/the-affinity-group-llc-albany-ny-283819

## Quick answers

**How is The Affinity Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), The Affinity Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is The Affinity Group, LLC located?**
The Affinity Group, LLC's principal office is in Albany, NY, according to its Form ADV.

**Is The Affinity Group, LLC registered with the SEC or a state?**
The Affinity Group, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 283819.

**How much does The Affinity Group, LLC manage?**
The Affinity Group, LLC reports $678,349 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have The Affinity Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for The Affinity Group, LLC: Regulatory assets under management: $78,407,077 in the October 2021 data and $678,349 in the October 2026 data, down 99%. Total employees: 5 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Affinity Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7).

**Does The Affinity 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/283819

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $678,349
- Discretionary: $678,349
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $678,349 |

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

### Firm details
- Registered since: 2023 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- affinityadvs.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $78,407,077 | 5 | June 21, 2021 |
| October 2022 | $88,120,314 | 6 | March 8, 2022 |
| October 2023 | $75,957,575 | 7 | February 8, 2023 |
| October 2026 | $678,349 | 2 | March 24, 2026 |

Regulatory assets under management: $78,407,077 in the October 2021 data and $678,349 in the October 2026 data, down 99%.
Total employees: 5 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Affinity Group, LLC (CRD 283819): Form ADV filing data as of October 2026.