AFFINITY CAPITAL ADVISORS LLC

CRD 166226File 801-81133

APPROVED

Retail clients

Custody

Filing as of Jul 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$851.3M

Above cohort median (national)

Discretionary AUM

$632.6M

Non-discretionary $218.8M

Clients

547

1,766 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Mar 11, 2015
Principal office: 825 PAGE STREET, BERKELEY, CA, 94710
Phone: 510-984-0261
Website: http://www.affinitycapital.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $851.3M
Discretionary AUM: $632.6M
Non-discretionary AUM: $218.8M
Discretionary accounts: 1,294
Non-discretionary accounts: 472
Total accounts: 1,766
AUM per client: $1.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	4	$4.0M
Charitable organizations	Fewer than 5	$3.0M
High net worth individuals	206	$712.4M
Pension and profit sharing plans	11	$4.1M
Individuals (other than high net worth individuals)	325	$127.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
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.