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AFFINITY INVESTMENT ADVISORS, LLC
CRD 108278File 801-42015
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.16B
Above cohort median (national)
Discretionary AUM
$1.16B
Non-discretionary $3.0M
Clients
69
69 accounts
Employees
6
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jul 28, 1992
- Principal office
- 5140 BIRCH STREET, SUITE 300, NEWPORT BEACH, CA, 92660
- Phone
- 949-660-6373
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.16B
- Discretionary AUM
- $1.16B
- Non-discretionary AUM
- $3.0M
- Discretionary accounts
- 68
- Non-discretionary accounts
- 1
- Total accounts
- 69
- AUM per client
- $16.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 4 | $1.6M |
| Investment companies | 1 | $51.2M |
| Charitable organizations | 5 | $23.3M |
| Other investment advisers | Fewer than 5 | $978.7M |
| High net worth individuals | 9 | $19.4M |
| Pension and profit sharing plans | 6 | $35.3M |
| State or municipal government entities | Fewer than 5 | $31.7M |
| Individuals (other than high net worth individuals) | 42 | $18.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.