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AFFINITY CAPITAL ADVISORS LLC
CRD 166226File 801-81133
APPROVED
Retail clients
Custody
Filing as of Jul 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$851.3M
Above cohort median (national)
Discretionary AUM
$632.6M
Non-discretionary $218.8M
Clients
547
1,766 accounts
Employees
11
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 9 | 11 | increased by2 |
| Apr 1, 2026 | Clients | 503 | 547 | increased by44 |
| Apr 1, 2026 | AUM | $636,081,479 | $851,336,597 | increased by$215,255,118 |
| Apr 1, 2026 | Accounts | 4,338 | 1,766 | decreased by2,572 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 461 | 503 | increased by42 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $511,308,407 | $636,081,479 | increased by$124,773,072 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,260 | 4,338 | increased by3,078 |
| Apr 1, 2022 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2022 | Clients | 427 | 461 | increased by34 |
| Apr 1, 2022 | AUM | $416,316,205 | $511,308,407 | increased by$94,992,202 |
| Apr 1, 2022 | Accounts | 1,115 | 1,260 | increased by145 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AFFINITY CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AFFINITY CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.