AFFINITY INVESTMENT GROUP, LLC

CRD 117191File 801-61181

APPROVED

Retail clients

Custody

Filing as of May 15, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$595.1M

Above cohort median (national)

Discretionary AUM

$541.1M

Non-discretionary $54.0M

Clients

471

1,624 accounts

Employees

Top 25% of cohort in NH

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: May 17, 2002
Principal office: 18 HAMPTON ROAD, UNIT 7, EXETER, NH, 03833
Phone: 603-778-6436
Website: https://www.facebook.com/affinity.investment.group.llc

Assets & accounts

ADV Item 5F

Total regulatory AUM: $595.1M
Discretionary AUM: $541.1M
Non-discretionary AUM: $54.0M
Discretionary accounts: 1,525
Non-discretionary accounts: 99
Total accounts: 1,624
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$2.8M
Charitable organizations	Fewer than 5	$21.8M
High net worth individuals	239	$483.7M
Pension and profit sharing plans	10	$12.4M
Individuals (other than high net worth individuals)	222	$74.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Commissions
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
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 11

This 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.