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FIRST AFFIRMATIVE FINANCIAL NETWORK LLC
CRD 109036File 801-56587
APPROVED
Retail clients
Custody
Filing as of May 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$905.2M
Above cohort median (national)
Discretionary AUM
$715.9M
Non-discretionary $189.3M
Clients
2,327
2,327 accounts
Employees
23
Above cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jun 7, 1999
- Principal office
- 5475 MARK DABLING BOULEVARD, SUITE 320, COLORADO SPRINGS, CO, 80918
- Phone
- 719-478-7036
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $905.2M
- Discretionary AUM
- $715.9M
- Non-discretionary AUM
- $189.3M
- Discretionary accounts
- 2,254
- Non-discretionary accounts
- 73
- Total accounts
- 2,327
- AUM per client
- $389K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $4.8M |
| Charitable organizations | 23 | $9.0M |
| High net worth individuals | 1,280 | $400.4M |
| Pension and profit sharing plans | 14 | $4.6M |
| Individuals (other than high net worth individuals) | 995 | $486.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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.